Sending and CRM: Difference between revisions
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To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. | To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. | ||
See [https://accelerator.crmtogether.com/index.php?title=File_Email 'File Email'] for more details | |||
The normal outlook send will not store anything into CRM. | The normal outlook send will not store anything into CRM. | ||
Revision as of 10:41, 15 June 2021
To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.
See 'File Email' for more details
The normal outlook send will not store anything into CRM.
There are 2 buttons.
A. Send and Save
B. Prompt and Send
A. Send and Save
This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.
B. Prompt and Send
This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.
