File Email - Revision history

Sagecrmw at 13:12, 24 November 2025

2025-11-24T13:12:19Z

← Older revision		Revision as of 14:12, 24 November 2025
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	[[File:newfileemail7.jpg]]		[[File:newfileemail7.jpg]]

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			In 365 the process is backwards. You can save to CRM (a dialog will open) and then you send the email as normal.

			[[File:send and save.png]]
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Sagecrmw at 12:18, 14 February 2025

2025-02-14T12:18:06Z

← Older revision		Revision as of 13:18, 14 February 2025
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	https://accelerator.crmtogether.com/index.php?title=Outlook_Filed_Mail_Flag		https://accelerator.crmtogether.com/index.php?title=Outlook_Filed_Mail_Flag

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			Notes: When emails are filed we set the field

			comm_outlookEntryID

			(in the communication table) with the id of the entry and this flag shows that Accelerator set the value.

			You could use this flag if you wanted to run a rule on these emails or report

			select *
			From Communication
			where comm_outlookEntryID is not NULL
			order by 1 desc

Sagecrmw at 08:37, 17 July 2023

2023-07-17T08:37:41Z

← Older revision		Revision as of 09:37, 17 July 2023
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	2. Documents: This is controlled by the screen "AcceleratorDocumentPicker" in CRM Library(Documents) entity		2. Documents: This is controlled by the screen "AcceleratorDocumentPicker" in CRM Library(Documents) entity

			* Note that if you add in some fields like comm_status this can overwrite the default values that the system sets

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Sagecrmw at 12:49, 11 May 2023

2023-05-11T12:49:57Z

← Older revision		Revision as of 13:49, 11 May 2023
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	2. Documents: This is controlled by the screen "AcceleratorDocumentPicker" in CRM Library(Documents) entity		2. Documents: This is controlled by the screen "AcceleratorDocumentPicker" in CRM Library(Documents) entity

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			In classic Outlook you can add in a custom field to show if the email has been filed or not

			See

			https://accelerator.crmtogether.com/index.php?title=Outlook_Filed_Mail_Flag

Sagecrmw at 15:35, 26 May 2022

2022-05-26T15:35:28Z

← Older revision		Revision as of 16:35, 26 May 2022
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	A. Email - this is the default and core email		A. Email - this is the default and core email

	B. Custom Fields - this is any custom fields from the communications entity		B. Custom Fields - this is any custom fields from the communications entity

	C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM		C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM

Sagecrmw at 15:35, 26 May 2022

2022-05-26T15:35:20Z

← Older revision		Revision as of 16:35, 26 May 2022
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	1. File Email button on Explorer ribbon		1. File Email button on Explorer ribbon

	2. File Email button on the Task Pane		2. File Email button on the Task Pane

	3. Send and File on Email Compose window		3. Send and File on Email Compose window

	4. Prompt and Send on Email Compose window		4. Prompt and Send on Email Compose window

Sagecrmw at 10:20, 15 June 2021

2021-06-15T10:20:16Z

← Older revision		Revision as of 11:20, 15 June 2021
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	[[File:newfileemail3.jpg]]		[[File:newfileemail3.jpg]]

	[[File:~~newfileemail3~~.jpg]]		[[File:newfileemail2.jpg]]

	Drag the fields to the list to add them.		Drag the fields to the list to add them.

Sagecrmw at 10:19, 15 June 2021

2021-06-15T10:19:31Z

← Older revision		Revision as of 11:19, 15 June 2021
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	The email window will generally appear as follows for 1,2 and 4. 3 Does not show any window.		The email window will generally appear as follows for 1,2 and 4. 3 Does not show any window.

	[[File:~~fileemail1~~.jpg]]		[[File:newfileemail1.jpg]]

	On the left we have 3 options		On the left we have 3 options
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	These fields are then available to display in the email list in outlook		These fields are then available to display in the email list in outlook

	[[File:~~fileemail3~~.jpg]]		[[File:newfileemail3.jpg]]

	[[File:~~fileemail3~~.jpg]]		[[File:newfileemail3.jpg]]

	Drag the fields to the list to add them.		Drag the fields to the list to add them.
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	This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.		This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.

	[[File:~~fileemail4~~.jpg]]		[[File:newfileemail4.jpg]]

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	This button will file the email against the current selected Entity		This button will file the email against the current selected Entity

	[[File:~~fileemail5~~.jpg]]		[[File:newfileemail5.jpg]]

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	This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.		This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.

	[[File:~~fileemail6~~.jpg]]		[[File:newfileemail6.jpg]]

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	This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.		This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.

	[[File:~~fileemail7~~.jpg]]		[[File:newfileemail7.jpg]]

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Sagecrmw at 10:18, 15 June 2021

2021-06-15T10:18:01Z

← Older revision		Revision as of 11:18, 15 June 2021
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	name:"CRM Comm ID",value:The SQL communication id,		name:"CRM Comm ID",value:The SQL communication id,
	name:"CRM Filed By",value:"The users name who filed the email"		name:"CRM Filed By",value:"The users name who filed the email"

			These fields are then available to display in the email list in outlook

			[[File:fileemail3.jpg]]

			[[File:fileemail3.jpg]]

			Drag the fields to the list to add them.

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	This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.		This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.

			[[File:fileemail4.jpg]]

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	This button will file the email against the current selected Entity		This button will file the email against the current selected Entity

			[[File:fileemail5.jpg]]

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	This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.		This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.

			[[File:fileemail6.jpg]]

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Line 48:		Line 62:
	This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.		This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.

			[[File:fileemail7.jpg]]

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Sagecrmw at 10:11, 15 June 2021

2021-06-15T10:11:11Z

@@ Line 2: / Line 2: @@
 . File Email button on Explorer ribbon
-. File Email button on Task Pane
+. File Email button on the Task Pane
 . Send and File on Email Compose window
 . Prompt and Send on Email Compose window
@@ Line 16: / Line 16: @@
 B. Custom Fields - this is any custom fields from the communications entity
 C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM