Outlook Filed Mail Flag: Difference between revisions
From Accelerator for SageCRM
(Created page with "To Show/Hide the Flag column right click on the 'Inbox' And from the pop up menu click on 'Customize Current View'. From the dialog click on 'Fields...' Select the 'User-...") |
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To Show/Hide the Flag column | To Show/Hide the Flag column first "file an email" and make sure it is selected | ||
Then right click on the 'Inbox' | |||
[[File:filed.png]] | |||
And from the pop up menu click on ' | And from the pop up menu click on 'Field Chooser'. | ||
[[File:filed2.png]] | |||
Select the 'User-defined fields in Inbox' and you should see the 'CRM Status' field | Select the 'User-defined fields in Inbox' and you should see the 'CRM Status' field | ||
[[File:filed3.png]] | |||
Drag the option to the position on the list title bar and position as needed | |||
Click 'OK' to save changes. | |||
When emails are filed you will see the flag | |||
[[File:filed4.png]] | |||
Update March 2020 - version 4.7.5.0 | |||
Extra options added in here to show | |||
1. Filed by - User that filed the email | |||
2. Communication ID - the record id in CRM | |||
3. Filed for - Company/person/description of the entity it has been filed for | |||
Latest revision as of 17:20, 29 April 2021
To Show/Hide the Flag column first "file an email" and make sure it is selected
Then right click on the 'Inbox'
And from the pop up menu click on 'Field Chooser'.
Select the 'User-defined fields in Inbox' and you should see the 'CRM Status' field
Drag the option to the position on the list title bar and position as needed Click 'OK' to save changes. When emails are filed you will see the flag
Update March 2020 - version 4.7.5.0
Extra options added in here to show
1. Filed by - User that filed the email 2. Communication ID - the record id in CRM 3. Filed for - Company/person/description of the entity it has been filed for
