File Emails: Difference between revisions
From Accelerator for SageCRM
(Created page with "Emails can be filed in a number of ways The most common is the button on the Main ribbon File:fileemail1.png *this files against the email that matches the address or ta...") |
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*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. | ||
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Second is the option to file an email against a selected entity | Second is the option to file an email against a selected entity | ||
Revision as of 10:23, 28 May 2015
Emails can be filed in a number of ways
The most common is the button on the Main ribbon
- 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.
Second is the option to file an email against a selected entity
- This is especially useful where you want to file an email against an entity where the email does not match and there is no tag
Some File Email Options - Settings->Integrated Access
- To turn off the Save prompt uncheck the Email Save Prompt checkbox - the system will just file the email based on the match
- Save on sent - This saves the record once it has been sent - this is useful with the Email Save file option checked in that it will save the sent version of the email
EG
