EMAIL KIT - INCOMING EMAIL MESSAGE RELINK TO HISTORY
Copyright (c) 1993-2004 by Redstone SoftBase Company

Please read this ENTIRE document before proceeding!

DESCRIPTION:
------------
This kit provides the mechanism to Relink FILED Email Messages
to a 'pointer' History record.  GoldBox performs a quadruple-
scan to effect this Relink of Incoming Emails:

1. Verification Scan for Emails with ACCOUNTNO and LINKRECID.
2. Scan of remainder (with Add) by ACCOUNTNO.
3. Scan of remainder (with Add) by 1st EMAIL ADDRESS.
4. Scan of remainder (with Add) by RECIPIENT (Main Contact).

This is a diminishing-precision scan - it should always be
run in the above sequence.  GoldBox flags the Source table for
each scan, so that the next one bypasses those Emails that are
already linked, or have been relinked.


AVAILABILITY:
-------------
BASIC and PRO Editions, for GoldBox-5 and GoldBox-SQL.


DOWNLOAD:
---------
Before downloading the Email Kit, you MUST be updated to
version 2004-final or later:

1. Apply the free update by unzipping the appropriate ZIP
   file, then access GoldBox to complete the Update.

2. EXIT from GoldBox.

3. Download the appropriate Email Kit:
   -- If you have GoldBox-5,   download EMKITGX5.ZIP.
   -- If you have GoldBox-SQL, download EMKITSQL.ZIP.

4. Unzip over the top of your GoldBox system.  Select
   {Yes to All} if prompted to overwrite existing files.


RUNNING THE OPERATION:
----------------------
Best scenario is when Incoming Emails are all to be linked to
a SINGLE Contact File.  If you link them to multiple Contact
Files, this operation is not only less precise - but it may
relink the Incoming Email to an unintended Main Contact record.

1. Go to {Setup} {Global Selector}.

2. Click the white SORT icon at the bottom-middle, to effect a
   sort by Project Code and Description.

3. Scroll to the bottom of the listing until you see the
   ORPHANEML Project Codes.  For GoldBox-5, these are
   numbered 1 to 5.  For GoldBox-SQL, they are 1 to 6.

4. Access each setup sequentially, by highlighting it, then
   clicking the OPEN button.  Or, you can double-click.

5. The very first operation (EXPORT for GoldBox-5, CONVERT for
   GoldBox-SQL) is the one that determines the Incoming Email
   Messages to be evaluated.  You can alter the Filter or
   SQL Query to suit your needs.

   NOTE: The setups initially will handle INCOMING EMAILS only.
         Therefore, you may have to examine the MAILBOX table
         to determine which Email Messages are INCOMING only.

         All 3 Import/Update setups that ADD a new History
         record are hardcoded to create an {Email-In} type
         of activity.  That is indicated at the Mapping screen
         for the RECTYPE field, where GoldBox hardcodes the
         letters MI.  If you DO want to run this operation
         later, upon OUTGOING Emails, change it to MO.

   For GoldBox-5: The EXPORT Filter defaults to all Email          Messages that are Filed.  It is up to you to determine the
   Filter for identifying the desired Incoming Email records.
   Alter the Filter if desired.

   For GoldBox-SQL: The CONVERT SQL Query defaults to all
   Incoming Emails that are Filed.  If you are going to alter
   the SQL Query - alter the portion ONLY after the WHERE
   clause.  The field selection must remain intact in order
   for the rest of the operations to function without error.

6. The 4 Import Setups each prompt you for the Contact File
   containing the GoldMine History table, upon which the
   Relink will be attempted.  Select the desired Contact File.

7. After you have accessed each Setup, you are ready to run
   the operation.

8. You can run the operations individually, right from the
   Global Selector, by clicking the SHUTTLE icon.  Or, you can
   go to {Automate} {Q-file Setup} and run the script.


HOW IT WORKS:
-------------
GoldBox creates a Source dBase table called ORPHMAIL.DBF in
the GoldBox root path.  The structure of this table is
identical for both GoldBox-5 and GoldBox-SQL.

In GoldBox-5, ORPHMAIL.DBF is generated by the first operation, 
the EXPORT from MAILBOX.DBF.

In GoldBox-SQL, ORPHMAIL.DBF is generated in 2 steps:
-- The first CONVERTS targeted records in the MAILBOX table to
   OrphTemp.Dbf.
-- The second EXPORTS that table to ORPHMAIL.DBF.

ORPHMAIL.DBF is used as the same Source table for all four
Import / Update operations.  As each one runs, it flags the
ORPHMAIL.DBF table in the following manner:

For the VERIFICATION Import/Update: The IN_HISTORY field is
flagged with a checkbox if the Incoming Email is properly
linked to a History record.  No History records are ever added
during the VERIFICATION operation.

For the remaining three Import / Updates: The ADDTO_HIST field
is flagged with a checkbox when a History record was created
as a link to the Incoming Email.

You can examine this table after the run by going to {File}
{Open any dBase Table} and selecting ORPHMAIL.DBF in the
GoldBox root path.  Any record with no checkbox in either of
the first 2 columns means that the Incoming Email found NO
Main Contact to which a History record could be attached.

You can also go to {File} {GoldBox Event Log} for statistics
on each operation, just as you can for any GoldBox Batch
Operation.  Click the blue {VIEW} button for enhanced viewing.