Sending and CRM: Difference between revisions
From Accelerator for SageCRM
(Created page with "To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. The normal outlook send will not store anything int...") |
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A. Send and Save | 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. | |||
[[File:newfileemail6.jpg]] | |||
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B. Prompt and Send | 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. | |||
[[File:newfileemail7.jpg]] | |||
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.
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.
