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  • New

The New option allows you to create a new Entity based on the data in the email.

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Accelerator parses the email and fills in the form based on the email.


  • Save Email

The Save Email button

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allows you to save the email as a communication "Email In" against the current record.


  • Save Attachments

The Save Atatchments button

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allows you to save the email as a document against the current record. This button will only display when there are attachments.


  • New Email

The New Email button

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allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".


  • Reply and Tag

The Reply and Tag button

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allows you to reply to the current email and also set a tag on it. See Tagging emails for details. When sent this is saved to as a communication "EmailOut".


  • Reply All and Tag

The Reply All and Tag button

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allows you to reply the current email to the sender and all other recipients and also set a tag on it. See Tagging emails for details. When sent this is saved to as a communication "EmailOut".


  • Tag Email

You can tag the current email that you are viewing.

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The tag that is applied is the one to match the existing entity record that you are viewing


Click on the "Tag Email" button to apply the tag.


  • Phone

You can log phone information easily into CRM

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When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)


  • Appointments and Tasks

You can create appointments and tasks for the current entity

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Note: This option will only save the Appointment or task to CRM if the option is turned on.