Vineyardsoft Corporation Presents: KnowledgeSync 2000

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Vineyardsoft CorporationPresents KnowledgeSync
2000

• Turning Information
• Into Action

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KnowledgeSync 2000
Todays alert messaging technologies address
less than 15 of the available data within an
organization.

• Sending Alerts About Critical Application Data
• Auto-Processing Incoming E-Mail Messages
• Generating Distributing Crystal Reports
• KnowledgeSync delivers this data via e-mail, fax,
  pager, PDA, FTP, cell phone, and the web.

KnowledgeSync monitors, delivers, and responds to
100 of an organizations available data. This
includes
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KnowledgeSync Lets Clients . . .

• Alert remote salesreps who dont sync on a timely
  basis
• Notify clients or business partners about stock
  shortages or delivery delays
• Automatically schedule salesrep activities based
  on database events or based on incoming e-mail
  messages
• Update client history with incoming mail message
  content
• Trigger the automatic generation and distribution
  of Crystal Reports based upon customer activities
• Enable remote staff, clients, and business
  partners to request and receive reports via
  e-mail or the web

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Tour Menu
Please select the component of KnowledgeSync 2000
that you would like to see next
Alert Messaging Benefits (click here)
Alert Messaging Demo (click here)
Report Distribution Benefits (click here)
Report Distribution Demo (click here)
E-Mail Response Benefits (click here)
E-Mail Response Demo (click here)
Exit Presentation
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Alert Messaging

• KnowledgeSync monitors software applications for
  critical, time-sensitive business events.

Once an event is detected, KnowledgeSync sends
out alert messages to users, clients, and
business partners via e-mail, fax, pager, PDA,
cellular phone, and web browser.
KnowledgeSync also updates the underlying
applications with the details of the event.
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Benefit Application Awareness

• Alerts based on conditions in one application,
  or across multiple applications

• For Example
• Alert the account manager to clients with pending
  sales opportunities who have not been contacted
  in over a week
• Alert the sales manager to clients with pending
  sales opportunities in a CRM application who are
  on credit hold in a financial application

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Benefit One-to-One Marketing

• Notify staff and clients about incremental
  products or services they may be interested in

• For Example
• Alert existing clients in the financial industry
  who have purchased our Fixed Assets application
  that the new advanced depreciation module is now
  available for purchase

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Benefit Exception Management

• Alert users and managers about erroneous,
  missing, or inconsistent data entry

• For Example
• Alert employees and/or management about invalid
  e-mail addresses, invalid phone numbers, missing
  notes about an upcoming appointment, or product
  pricing errors

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Benefit Business Partner Alerts

• Notify business partners about client activities
  that may indicate potential problems or
  opportunities

• For Example
• Alert a business partner if a client is failing
  to correctly enter data into their newly
  purchased application, or if the client is using
  an application module that they have yet to
  receive training on

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Benefit Application Updates

• Automatically update CRM or financial
  applications with the details of a triggered
  event (including the dynamic creation of
  follow-up activities)

• For Example
• If a client has not been contacted in x number
  of days, automatically send out an alert, record
  the alert to the clients history (in the
  underlying CRM application), and dynamically
  schedule a follow-up call for that client (also
  in the CRM database)

End of Alert Messaging Benefits Click Here to Go
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1) KnowledgeSync can send alerts about critical,
time-sensitiveconditions in any front-office or
back-office application. The list on the right
shows sample events (alert scenarios). The first
step when creating an event is to identify the
conditions thathave to occur to trigger the
event.
2) In KnowledgeSync, these conditionsare
referred to as queries. Click on the Query
Definitions branch to continue . . .
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Demo Event Queries
2) Click on the query called Orders Shipped
Later Than Required Date to take a closer look
at it . . .
1) Queries can check for conditionsof
individual records (such as ordersthat were
shipped late), or they cancheck for aggregate
conditions (such as customers who ordered more
than x dollars last month).
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Demo Event Queries
2) Click on any of the tabs to take a closer
look at howa query is designed . . .
1) When designing a query, the first thing
youspecify is the querys name and whether
itcan be used in an event.
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Demo Event Queries
Click on a tab to move to it
KnowledgeSync automatically displays all of
thetables from the corresponding application.
You select which tables contain the information
youwish to test for certain conditions.
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Demo Event Queries
Click on a tab to move to it
If multiple tables are selected,
KnowledgeSyncsintelligent linking wizard
helps you link (or join)the tables together.
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Demo Event Queries
Click on a tab to move to it
The Columns tab is where you select the fields
ofdata that you might wish to include in an
outgoing alert message when this querys
conditions are met.
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Demo Event Queries
Click on a tab to move to it
Since a query can potentially retrieve
multiplerecords, you have the ability to specify
the order inwhich matching records will be
displayed in an alert message.
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Demo Event Queries
Click on a tab to move to it
The Filters tab is the most important part of a
query. It iswhere you specify what conditions
have to occur in order forthe query to be
triggered. KnowledgeSync filters can test the
value in a field against -- The value in
another field -- A constant value -- The
calculated value of two or more fields And any
filter with a Compare Value of ? indicates
that thevalue for this field will be specified
on the event level (I.e., when this query is
used within an event).
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Demo Event Queries
Click on a tab to move to it
Sub-Filters work in the same manner as
filters,but sub-filters are used only with
queries that testfor an aggregate value (such as
more than 6 lateshipments). Since this query
does not test for any aggregatevalues, this
filter is left blank.
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Demo Event Queries
Click on a tab to move to it
The SQL tab lets you see what KnowledgeSync is
doingbehind the scenes in this query. Although
it is not necessaryto use this tab, more
advanced users are allowed to directlyedit this
SQL statement, if they wish to do so.
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Demo Event Queries
Click on a tab to move to it
1) The Preview tab lets you test the results
of yourquery. This is a very useful way of
ensuring that your query retrieves only the
records you want it to.
2) Click Here to continue and seehow a query is
used in an event.
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1) Queries are kept separate from events so that
a single query can be used in multiple
events. Once you have designed a query, youre
now ready tocreate an event using that query.
2) Click on the event called Orders Freight
Charges gt 7 of Order Total for Last Week
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Demo Event Queries
Click on any of the tabs to take a closer look at
howan event is designed . . .
The first part of designing an event is to give
it a name andpriority, and mark it as
Active. When an event is triggered,
KnowledgeSync can either senda single alert
message out, or it can send repeated alert
messages until the corresponding condition no
longer exists.
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Demo Event Queries
Click on a tab to move to it
1) A KnowledgeSync event can be triggered either
through theuse of one (or more) queries, or
through the use of a script.
2) If a query is used, any of the querys
filters that have a ?as a Compare Value now
appear here, and require that specifictrigger
threshold values be keyed in.
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Demo Event Queries
Click on a tab to move to it
When an event is triggered, in addition to
sending out alertmessages, KnowledgeSync can
also automatically generateone or more Crystal
Reports and attach these reports to theoutgoing
alert message.
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Demo Event Queries
Click on a tab to move to it
The Files tab allows you to specify that one or
more fileswill be attached to the outgoing alert
message when thisevent is triggered.
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Demo Event Queries
Click on a tab to move to it
Among KnowledgeSyncs message delivery options is
theability to copy files and/or reports to a
specific location (based on each recipients
preference).
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Demo Event Queries
Click on a tab to move to it
Click Here to displaysample e-mail alert
Designing the outgoing alert message is a simple
processof combining your own text with field
values from the corresponding triggered
records. Note that the use of Begin Repeat and
End Repeat allow a single alert to include (or
roll up) the detailsof multiple triggered
records in a single message.
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Click Here to Return to E-Mail tab
This one alert message was triggered by
conditionsin both a CRM application and in a
financial system. The alert message contains
data from both application databases.
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Demo Event Queries
Click on a tab to move to it
KnowledgeSync includes its own faxing
technologyso theres no need for a client to
purchase any additional hardware or software to
send fax alerts.
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Demo Event Queries
Click on a tab to move to it
Just like faxing, KnowledgeSync includes its
ownpaging technology, so theres no incremental
costto clients if they wish to send alerts to a
pager.
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Demo Event Queries
Click on a tab to move to it
Click Here to displaysample WebCast Alert Screen
Webcasting is unique to KnowledgeSync it
allowsyou to post critical alert messages to a
web browserfor dynamic, easy access by users,
business partners,or customers.
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Demo Event Queries
Click Here to Return to WebCast tab
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Demo Event Queries
Click on a tab to move to it
When an event is triggered, KnowledgeSync can do
more thanjust send an alert message. Using
actions such as these, KnowledgeSync can add or
update any records in any front-office or
back-office application.
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Demo Event Queries
Click on a tab to move to it
KnowledgeSync can notify any number of users,
businesspartners, or customers. Subscribers
(alert recipients) can be set up within
KnowledgeSync, they can be imported into
KnowledgeSync,or KnowledgeSync can simply point
to an external database of subscriber data
(such as an HR database).
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Demo Event Queries
Click on a tab to move to it
2) Click here to continue and seehow a
triggered event appearsin the KnowledgeSync
Monitor
1) Events are scheduled to run on a re-occurring
basis.Events can be submitted as frequently as
every minuteor hour, and as infrequently as
every day, once per week,the first day of the
month, and so on.
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1) The KnowledgeSync Event Monitor is the
dashboard whereyou can see everything thats
happened what events have beenchecked, what
have been triggered, whos been notified, via
what means, and when.
2) End of Alert Messaging Demo Click Here to Go
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Report Distribution

• KnowledgeSync automatically generates and
  distributes Crystal Reports on a scheduled,
  data-triggered, or on-request basis.

Reports can be distributed via e-mail, fax, FTP,
and web browser.
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Benefit Scheduled Reports

• Automatically generate and distribute specific
  Crystal Reports on a pre-defined schedule

• For Example
• Every Monday morning at 900 AM, generate and
  distribute the Sales Forecast Reports and Last
  Weeks Service Statistics Reports

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Benefit Data-Triggered Reports

• Automatically generate and distribute specific
  Crystal Reports based on the presence of specific
  data in one or more applications

• For Example
• When more than x training requests are logged
  into an application, automatically generate and
  distribute a Training Resource and Scheduling
  Availability Report

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Benefit On-Request Reports

• Allow staff, clients, and business partners to
  automatically request and receive specific
  Crystal Reports via e-mail

• For Example
• A manager who is on the road sends a mail message
  requesting this weeks sales figures and
  training availability and automatically receives
  a return e-mail with the corresponding reports
  attached to the message

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1) KnowledgeSync can generate and distribute
Crystal Reportsvia e-mail, fax, FTP, and by
linking the reports to a web page. The list on
the right shows sample reports that
KnowledgeSynccan generate and distribute. The
first step when creating areport distribution
event is to define the reports source file.
2) Click on the Training Course Availability
Report to continue . . .
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2) Click Here to see how this reportcan be
attached to an event . . .
1) Integrating KnowledgeSync with Crystal
Reports issimply a matter of pointing
KnowledgeSync at theCrystal Reports you wish it
to generate and distribute.
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Click on a tab to move to it
In this example, were looking at a report that
getsgenerated if more than 20 people sign up
fora CRM training course this month.
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Click on a tab to move to it
As you can see from these Trigger Parameters,
one of the uniquebenefits of KnowledgeSync is
its ability to generate Crystal Reportsbased on
specific conditions of data in an underlying
application.
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Click on a tab to move to it
KnowledgeSync has the ability to pass
information about atriggered event into the
corresponding Crystal Reports asreport selection
criteria.
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Click on a tab to move to it
In addition to generating and distributing
reports,KnowledgeSync can also attach external
files and include them with the corresponding
reports.
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Click on a tab to move to it
For people who wish to receive reports and files
via FTP,KnowledgeSync allows you to indicate
that the related reportsand files will be copied
to each recipients desired location.
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Click on a tab to move to it
One of the most common ways for KnowledgeSync
todistribute reports is via e-mail. KnowledgeSyn
c can either attach reports to an e-mailmessage,
or KnowledgeSync can simply use the mailmessage
to inform the recipient of the availability(and
location) of the resulting reports.
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Click on a tab to move to it
Supporting all of Crystals report output
styles,KnowledgeSync allows text-based reports
tobe faxed to the appropriate recipients.
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Click on a tab to move to it
In this example, a pager message is used to
alertthe corresponding recipients about the
availability of the report.
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Click on a tab to move to it
KnowledgeSyncs webcast technology is a great
wayto distribute reports, as the reports simply
appear asURL links. (And its a lot more
efficient to have 100 people accessinga single
report via the web than to send 100 e-mail
messages, each with an attached report.)
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Click on a tab to move to it
When a report distribution event is triggered,
KnowledgeSync can execute a wide variety
ofresponse actions, including executing
SQLstatements, stored procedures, programs,
andVB/VBA scripts.
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Click on a tab to move to it
Reports can be distributed via any combinationof
electronic mail, fax, FTP, or by posting
thereport to a web browser.
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Click on a tab to move to it
1) In addition to scheduling reports to run on a
periodicbasis, KnowledgeSync can generate
reports based onconditions in application data,
and KnowledgeSynccan automatically generate (and
distribute) reportsbased on incoming e-mail
requests.
2) Click here to continue and seehow a
distributed report appearsin the KnowledgeSync
Monitor
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1) The history of all distributed reports is
shown in theKnowledgeSync Event Monitor. This
includes what reportswere generated, who
received them, via what means, andwhen the
reports were received.
2) End of Report Distribution Demo Click Here
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E-Mail Response

• KnowledgeSync monitors select e-mail accounts for
  important incoming messages.

Once an e-mail is identified, KnowledgeSync
auto-responds to the sender of the message, and
alerts the appropriate members of your staff via
e-mail, fax, pager, PDA, cellular phone, and web
browser.
KnowledgeSync also updates the underlying client
record (in a CRM or similar application) with the
content of the incoming mail message.
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Benefit Auto-Response

• Automatically respond to e-mail based on the
  content of the incoming message

• For Example
• When a product question is e-mailed to your tech
  support department, automatically send a receipt
  confirmation and reply back to the sender of the
  original message

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Benefit E-Mail Re-Directs

• Identify the person(s) who need to be informed
  about an incoming e-mail and the manner in which
  each person needs to be notified

• For Example
• When an e-mail comes in, scan the contents to
  determine who should be notified, and
  simultaneously scan an HR database to see whether
  the corresponding people are in our out of
  the office. Based on this info, notify each
  person via e-mail, fax, pager, PDA, cell phone,
  or the web.

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Benefit Application Updates

• Take the contents of an incoming (or outgoing)
  message and record it to a clients profile in an
  underlying application database

• For Example
• If a client e-mails a technical question,
  automatically add it as a history record to that
  clients record in a CRM database, and also
  schedule a follow-up call for one week ahead to
  check on the clients status

End of E-Mail Response Benefits Click Here to Go
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1) KnowledgeSync can monitor incoming mail
messagesfor critical, time-sensitive
content. When such an e-mail is received,
KnowledgeSync canrespond to (and process) that
e-mail in a number of ways.
2) The first step in using the E-Mail Response
Systemis to identify the conditions of the
incoming mail.KnowledgeSync calls these
conditions queries. Click on the Query
Definitions branch to continue . . .
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1) Well look at a query that monitors mail
messagesthat are sent to an organizations
support department.
2) Click on the query called Mail Today Sent to
support_at_mycompany.com to take a closer look at
it . . .
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Click on any of the tabs to take a closer look at
howan e-mail query is designed . . .
The Description tab lets you specify thename
and purpose of this query.
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Click on a tab to move to it
The way KnowledgeSync monitors e-mail is to take
theincoming message and load it into a
KnowledgeSyncinternal database. The Inbox
table is the one that contains all the datafrom
the incoming mail message.
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Click on a tab to move to it
Since KnowledgeSyncs e-mail response systemuses
only a single table, no links are required
fore-mail queries.
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Click on a tab to move to it
KnowledgeSync automatically loads (or parses)
data fromthe incoming mail message to fields in
its internal mail messagedatabase. You have the
ability to parse additional (site-specific)
fields ofdata from incoming mail messages to
user-definable fields within the KnowledgeSync
mail message database.
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Click on a tab to move to it
In this example, incoming mail messages that
meetthis querys criteria will be sorted in
alphabetic orderof the senders e-mail address.
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Click on a tab to move to it
This filter tells KnowledgeSync that it should
retrieveonly those mail messages that were
received today, and only those messages that
were sent to the support e-mail
address. KnowledgeSync could just as easily
check for mailfrom specific clients, or mail
that contained certaincontent in the message
subject or body.
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Click on a tab to move to it
As in a database event, the Sub-Filters tab is
usedonly in aggregate conditions (such as more
than 10mail messages sent to your support
mailbox today). Since this query is not
checking for an aggregate condition, this tab is
left blank.
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Click on a tab to move to it
The SQL statement behind this query. (Just think
about having to type all thisin if it were not
for the preceding 6 tabs!)
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Click on a tab to move to it
1) The querys Preview mode lets you test to
ensurethat youre retrieving the appropriate
e-mail records.
2) Click Here to continue and seehow an e-mail
query is used in an event
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1) Well look at an event that notifies thetech
support manager if any support questionsare
received via e-mail.
2) Click on the event called Forward Support
E-Mails to Tech Services Manager
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Demo Event Queries
Click on any of the tabs to take a closer look at
howan e-mail event is designed . . .
Just like any other KnowledgeSync Event,an
e-mail response event begins with adescription
and priority.
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Demo Event Queries
Click on a tab to move to it
You specify the query that retrieves the
appropriate incoming mail messages. Since this
query is pre-designed to look at all mail sent to
a specific address, there are no additional
trigger parameters for this event.
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Click on a tab to move to it
By combining KnowledgeSyncs e-mail response
andreport distribution components, we can
instructKnowledgeSync to automatically generate
a reportof past support calls for the client who
has e-mailedin their support question. (This
report will then be forwarded, along with
theoriginal e-mail, to the support manager.)
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Click on a tab to move to it
In this example, KnowledgeSync is
automaticallyattaching a policies and
procedures document for handling e-mail support
calls to the recipientsof this events alert
message.
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Click on a tab to move to it
The Copy tab allows you to take any reports
orfiles that are associated with this event and
copythem to the recipients desired location.
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Click on a tab to move to it
In this example, KnowledgeSync is taking
detailsfrom the incoming e-mail message and is
re-directing this data to the support manager.
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Click on a tab to move to it
In addition to re-directing an incoming mail
message,KnowledgeSync can also take the contents
of anincoming mail message and re-direct it to
an alternate device, such as a recipients fax.
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Click on a tab to move to it
Incoming mail message data can beredirected to a
pager for instant alerts.
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Click on a tab to move to it
Posting incoming mail message data to aweb page
is one of the fastest and easiestways to ensure
that it gets distributed tothe people who need
to know about it.
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Click on a tab to move to it
When a mail message is received, KnowledgeSync
can useits Action capabilities to
automatically add or updateinformation in an
underlying database with the data fromthe
incoming message.
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Click on a tab to move to it
The e-mail response system is also able to
connect anincoming message to the
corresponding record in an underlying database,
allowing KnowledgeSync to alert the appropriate
account manager or other responsible parties.
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Click on a tab to move to it
1) Since incoming e-mail can be very
time-sensitive, KnowledgeSynclets you specify
how often you wish it to check for the receipt of
new messages as often as every minute.
2) Click here to continue and seehow a
triggered e-mail event appearsin the
KnowledgeSync Monitor
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1) The history of all incoming mail messages is
trackedin the KnowledgeSync Monitor. This
includes what mailaccounts are being monitored,
what messages have beenreceived, whos been
notified, via what means, and when.
2) End of E-Mail Response Demo Click Here to Go
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Vineyardsoft Corporation Thanks You

• www.vineyardsoft.com
• 508-696-6495
• Info_at_vineyardsoft.com

for your interest in
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