Outlook Filed Mail Flag: Difference between revisions
From Accelerator for SageCRM
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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]] | ||
And from the pop up menu click on ' | And from the pop up menu click on 'Field Chooser'. | ||
[[File:filed2.png]] | [[File:filed2.png]] | ||
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[[File:filed3.png]] | [[File:filed3.png]] | ||
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 | ||
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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]] | |||
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 11:53, 29 April 2025
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
To apply this to all folders
- Click the View Tab
- In the Change View options, choose "Apply Current View to Other Mail Folders
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
