File Email: Difference between revisions
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There are a few ways to File Emails to CRM. | There are a few ways to File Emails to CRM. | ||
1. File Email button on Explorer ribbon | |||
2. File Email button on Task Pane | |||
3. Send and File on Email Compose window | |||
4. Prompt and Send on Email Compose window | |||
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The email window will generally appear as follows for 1,2 and 4. 3 Does not show any window. | |||
[[File:fileemail1.jpg]] | |||
On the left we have 3 options | |||
A. Email - this is the default and core email | |||
B. Custom Fields - this is any custom fields from the communications entity | |||
C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM | |||
Revision as of 09:52, 15 June 2021
There are a few ways to File Emails to CRM.
1. File Email button on Explorer ribbon 2. File Email button on Task Pane 3. Send and File on Email Compose window 4. Prompt and Send on Email Compose window
The email window will generally appear as follows for 1,2 and 4. 3 Does not show any window.
On the left we have 3 options
A. Email - this is the default and core email B. Custom Fields - this is any custom fields from the communications entity C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM
