Outlook Filed Mail Flag: Difference between revisions

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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

Revision as of 10:54, 5 March 2020

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


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