File Emails - Revision history

Sagecrmw at 09:42, 4 April 2018

2018-04-04T09:42:27Z

Sagecrmw at 09:40, 4 April 2018

2018-04-04T09:40:49Z

← Older revision		Revision as of 10:40, 4 April 2018
Line 72:		Line 72:

	This saves the email as .msg file. The "Save on Sent" option determines what format this is stored in. The default is before is is sent and the emails are not marked as sent. With the "Save on sent" option turned on they are only saved after being sent.		This saves the email as .msg file. The "Save on Sent" option determines what format this is stored in. The default is before is is sent and the emails are not marked as sent. With the "Save on sent" option turned on they are only saved after being sent.

			----

			'''Location of Filed Emails'''

			When Filing Emails from Inbox:
			Local System File Location:
			Stored in Working Folder, which is set in Add-in Settings under Documents Tab (Should always be set), under \CRMTogether\Comm{id}\
			If Default Working Folder is not set, it uses the 'LocalApplicationData' folder, so \Users\{WindowsUser}\AppData\Local\CRMTogether\Comm{id}\
			After sending the last attachment, it deletes the local \Comm{id}\ directory

			Server File Location:
			\DocStoreLocation\Entity_LibraryDir\Comm{id}\
			Gets DocStore location set from sql: select parm_value from custom_sysparams WITH (NOLOCK) where parm_name='DocStore'
			Gets Entity_LibraryDir set from sql: eg: select comp_librarydir from company where comp_companyid = 1147 - returns "B\BKS Corrugated(1147)"
			For case/opportunities/leads and custom entities the CRM user folder is used.

			When Saving Attachments Only from Inbox:
			Local System File Location:
			Stored in Working Folder under \CRMTogether\{EntityName}{EntityId}\

			Server File Location:
			\DocStoreLocation\Entity_LibraryDir\


			Windows Redefinition
			-LocalApplicationData
			The directory that serves as a common repository for application-specific data that is used by the current, non-roaming user.
			Ref: https://msdn.microsoft.com/en-us/library/system.environment.specialfolder(v=vs.110).aspx

Sagecrmw at 16:52, 4 March 2018

2018-03-04T16:52:34Z

← Older revision		Revision as of 17:52, 4 March 2018
Line 11:		Line 11:

	[[File:Fileemaildialogfields2.png]]		[[File:Fileemaildialogfields2.png]]
			*The communication screen is called "AcceleratorCommunicationPicker"
			*The Documents/Library screen is called "AcceleratorDocumentPicker "

	Second is the option to file an email against a selected entity		Second is the option to file an email against a selected entity

Sagecrmw at 16:45, 4 March 2018

2018-03-04T16:45:48Z

← Older revision		Revision as of 17:45, 4 March 2018
Line 53:		Line 53:

	[[File:comms_complete.png]]		[[File:comms_complete.png]]


			----

			Emails are saved by default using the email flags and this controls how CRM displays the communication. This default setting is the correct and recommended behavior.

			However if you don't want this there is an option in the web.config to disable these flags being set.
			Change the setting to

			<add key="FileAsEmail" value="N" />


			----

			Attach email as file check box

			This saves the email as .msg file. The "Save on Sent" option determines what format this is stored in. The default is before is is sent and the emails are not marked as sent. With the "Save on sent" option turned on they are only saved after being sent.

Sagecrmw at 14:09, 15 June 2017

2017-06-15T14:09:50Z

← Older revision		Revision as of 15:09, 15 June 2017
Line 27:		Line 27:
	EG		EG

	[[File:~~Saveonsent3~~.png]]		[[File:outlooksettings.png]]

	----		----

Sagecrmw at 09:18, 15 June 2017

2017-06-15T09:18:05Z

← Older revision		Revision as of 10:18, 15 June 2017
Line 8:		Line 8:
	[[File:Fileemaildialog3.png]]		[[File:Fileemaildialog3.png]]

	You can edit certain fields before filing. This option is disabled by default, and can be enabled in settings by selecting File using Custom Fields		*You can edit certain fields before filing. This option is disabled by default, and can be enabled in settings by selecting File using Custom Fields

	[[File:Fileemaildialogfields2.png]]		[[File:Fileemaildialogfields2.png]]

Sagecrmw at 09:15, 15 June 2017

2017-06-15T09:15:47Z

← Older revision		Revision as of 10:15, 15 June 2017
Line 7:		Line 7:

	[[File:Fileemaildialog3.png]]		[[File:Fileemaildialog3.png]]

			You can edit certain fields before filing. This option is disabled by default, and can be enabled in settings by selecting File using Custom Fields

			[[File:Fileemaildialogfields2.png]]

	Second is the option to file an email against a selected entity		Second is the option to file an email against a selected entity

Sagecrmw at 09:12, 15 June 2017

2017-06-15T09:12:28Z

← Older revision		Revision as of 10:12, 15 June 2017
Line 23:		Line 23:
	EG		EG

	[[File:~~Saveonsent2~~.png]]		[[File:Saveonsent3.png]]

	----		----

Sagecrmw at 09:06, 15 June 2017

2017-06-15T09:06:51Z

← Older revision		Revision as of 10:06, 15 June 2017
Line 6:		Line 6:
	*This files against the email that matches the address or tag. If there is no tag and multiple emails are matched the system will prompt you.		*This files against the email that matches the address or tag. If there is no tag and multiple emails are matched the system will prompt you.

	[[File:~~Fileemaildialog2~~.png]]		[[File:Fileemaildialog3.png]]

	Second is the option to file an email against a selected entity		Second is the option to file an email against a selected entity

Sagecrmw at 18:16, 22 February 2017

2017-02-22T18:16:01Z

← Older revision		Revision as of 19:16, 22 February 2017
Line 6:		Line 6:
	*This files against the email that matches the address or tag. If there is no tag and multiple emails are matched the system will prompt you.		*This files against the email that matches the address or tag. If there is no tag and multiple emails are matched the system will prompt you.

	[[File:~~Fileemaildialog1~~.png]]		[[File:Fileemaildialog2.png]]

	Second is the option to file an email against a selected entity		Second is the option to file an email against a selected entity

← Older revision		Revision as of 10:42, 4 April 2018
Line 78:		Line 78:

	When Filing Emails from Inbox:		When Filing Emails from Inbox:
	Local System File Location:		Local System File Location:
	Stored in Working Folder, which is set in Add-in Settings under Documents Tab (Should always be set), under \CRMTogether\Comm{id}\		Stored in Working Folder, which is set in Add-in Settings under Documents Tab (Should always be set), under \CRMTogether\Comm{id}\
	If Default Working Folder is not set, it uses the 'LocalApplicationData' folder, so \Users\{WindowsUser}\AppData\Local\CRMTogether\Comm{id}\		If Default Working Folder is not set, it uses the 'LocalApplicationData' folder, so \Users\{WindowsUser}\AppData\Local\CRMTogether\Comm{id}\
	After sending the last attachment, it deletes the local \Comm{id}\ directory		After sending the last attachment, it deletes the local \Comm{id}\ directory

	Server File Location:		Server File Location:
	\DocStoreLocation\Entity_LibraryDir\Comm{id}\		\DocStoreLocation\Entity_LibraryDir\Comm{id}\
	Gets DocStore location set from sql: select parm_value from custom_sysparams WITH (NOLOCK) where parm_name='DocStore'		Gets DocStore location set from sql: select parm_value from custom_sysparams WITH (NOLOCK) where parm_name='DocStore'
	Gets Entity_LibraryDir set from sql: eg: select comp_librarydir from company where comp_companyid = 1147 - returns "B\BKS Corrugated(1147)"		Gets Entity_LibraryDir set from sql: eg: select comp_librarydir from company where comp_companyid = 1147 - returns "B\BKS Corrugated(1147)"
	For case/opportunities/leads and custom entities the CRM user folder is used.		For case/opportunities/leads and custom entities the CRM user folder is used.

	When Saving Attachments Only from Inbox:		When Saving Attachments Only from Inbox:
	Local System File Location:		Local System File Location:
	Stored in Working Folder under \CRMTogether\{EntityName}{EntityId}\		Stored in Working Folder under \CRMTogether\{EntityName}{EntityId}\

	Server File Location:		Server File Location:
	\DocStoreLocation\Entity_LibraryDir\		\DocStoreLocation\Entity_LibraryDir\


	Windows Redefinition		Windows Redefinition
	-LocalApplicationData		-LocalApplicationData
	The directory that serves as a common repository for application-specific data that is used by the current, non-roaming user.		The directory that serves as a common repository for application-specific data that is used by the current, non-roaming user.
	Ref: https://msdn.microsoft.com/en-us/library/system.environment.specialfolder(v=vs.110).aspx		Ref: https://msdn.microsoft.com/en-us/library/system.environment.specialfolder(v=vs.110).aspx