What is Easytrack?
The Easytrack module allows you to gather fresh information from the field, from the people in your company who are out talking to others, from conferences, from sales meetings, etc.
Each user can email information into the central collection point, where it will then be treated in the same way as any other alert coming into the Digimind platform. In this way fresh information from users outside the platform (or even outside the office from business trips, client meetings, trade shows, etc.) can be integrated into your watch, including any attachments to the mails sent.
What to do:
First you need to set up an easy track account. You will need one email address for each project you would like to add to in this way. Do this by contacting our Helpdesk team or talking with your Digimind consultant. These adresses will be created by the Digimind Helpdesk team.
Once you have a mail address, open the project you would like to use Easytrack with. It is not possible to add Easytrack to the public project. Inside a project, click on More Actions and then choose Easytrack from the drop-down list.
Then at the top of the page, click on the “Setting up Easytrack” button.
You will then see a message that reminds you that you need to have an email address. If you have an address, click on “Next”. Otherwise, get in touch with your Digimind consultant to help you with this part.
On the next page, you have to complete the form with the necessary information:
Project mail address: this is Easytrack address given to you by your Digimind consultant. It will end with @digimind.fr
Address POP : mail.digimind.fr
Pop server port: 110
Pop server login: this is the same as the project mail address. It will end with @digimind.fr
Pop server password: this information will have been communicated to you by your Digimind consultant.
Click to allow attachments. Keep the “Leave a copy of messages on server” empty.
The Easytrack option has now been created for this project.
You can then send emails to a project using the address given to you by the Helpdesk team. You should set up a portal on your dashboard to show the information that you collect in this way. You can read, validate, comment on, edit, delete, and publish the information in exactly the same way as you would with any other alert.
Things to bear in mind:
- The object line of the email becomes the title of the alert. It is a good idea to write something pertinent to the article. Avoid generic object lines such as “interesting article to share with the team”
- The message of the mail becomes the text of the alert. You can include as much information as you would like.
Who can send in mails using Easytrack?
Any Digimind user who has access to the project in question can send in a mail, using the mail address that is associated with their Digimind account.
If you would like to extend this service to include any member of your team, you will need to contact your Digimind consultant to get details on how to proceed.
Only users with tracker, manager or administrator rights can validate the alerts and / or publish them.