Outlook Filed Mail Flag - Revision history

Sagecrmw at 10:53, 29 April 2025

2025-04-29T10:53:33Z

← Older revision		Revision as of 11:53, 29 April 2025
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	[[File:filed4.png]]		[[File:filed4.png]]

			To apply this to all folders

			* Click the View Tab
			* In the Change View options, choose "Apply Current View to Other Mail Folders

			[[File:outlook view apply all.png]]

2021-04-29T15:20:47Z

← Older revision		Revision as of 16:20, 29 April 2021
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	To Show/Hide the Flag column first file an email and make sure it is selected		To Show/Hide the Flag column first "file an email" and make sure it is selected

	Then right click on the 'Inbox'		Then right click on the 'Inbox'

2020-03-05T10:54:30Z

← Older revision		Revision as of 11:54, 5 March 2020
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	1. Filed by - User that filed the email		1. Filed by - User that filed the email

	2. Communication ID - the record id in CRM		2. Communication ID - the record id in CRM

	3. Filed for - Company/person/description of the entity it has been filed for		3. Filed for - Company/person/description of the entity it has been filed for

2020-03-05T10:54:20Z

← Older revision		Revision as of 11:54, 5 March 2020
Line 23:		Line 23:

	Extra options added in here to show		Extra options added in here to show
	1. Filed by - User that filed the email
	2. Communication ID - the record id in CRM		1. Filed by - User that filed the email
	3. Filed for - Company/person/description of the entity it has been filed for
			2. Communication ID - the record id in CRM

			3. Filed for - Company/person/description of the entity it has been filed for

2020-03-05T10:54:02Z

← Older revision		Revision as of 11:54, 5 March 2020
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	[[File:filed4.png]]		[[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

2017-01-10T13:18:11Z

← Older revision		Revision as of 14:18, 10 January 2017
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	[[File:filed3.png]]		[[File:filed3.png]]

	~~Click 'Add ->' button to add this~~ to the ~~view.~~		Drag the option to the position on the list title bar and position as needed
	Click 'OK' to save changes.		Click 'OK' to save changes.
	When emails are filed you will see the flag		When emails are filed you will see the flag

	[[File:filed4.png]]		[[File:filed4.png]]


	c

2017-01-10T13:15:38Z

← Older revision		Revision as of 14:15, 10 January 2017
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	[[File:filed.png]]		[[File:filed.png]]

	And from the pop up menu click on '~~Customize Current View~~'.		And from the pop up menu click on 'Field Chooser'.
	~~From the dialog click on 'Fields...'~~

	[[File:filed2.png]]		[[File:filed2.png]]

2015-10-07T19:19:42Z

← Older revision		Revision as of 20:19, 7 October 2015
Line 1:		Line 1:
	To Show/Hide the Flag column right click on the 'Inbox'		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]]		[[File:filed.png]]

2014-08-22T14:57:10Z

2011-11-18T23:47:54Z

← Older revision		Revision as of 00:47, 19 November 2011
Line 1:		Line 1:
	To Show/Hide the Flag column right click on the 'Inbox'		To Show/Hide the Flag column right click on the 'Inbox'

			[[File:filed.png]]

	And from the pop up menu click on 'Customize Current View'.		And from the pop up menu click on 'Customize Current View'.


	From the dialog click on 'Fields...'		From the dialog click on 'Fields...'

			[[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]]

	Click 'Add ->' button to add this to the view.		Click 'Add ->' button to add this to the view.


	Click 'OK' to save changes.		Click 'OK' to save changes.
			When emails are filed you will see the flag

			[[File:filed4.png]]
	~~When emails are filed you will see the flag~~