Entity Options: Difference between revisions
(Created page with "The entity options menu is available on the top right of the screen. File:options2.jpg * Focus * New Task * Add Tag * Replay and Tag * New Email * New Appointment") |
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* Focus | * Focus | ||
Clicking this stops the change event from happening when you change and email with the task pane. You will know this is checked as the top area will be blue. | |||
[[File:focus1.jpg]] | |||
* New Task | * New Task | ||
[[File:newtask1.jpg]] | |||
This opens a dialog where you can create a new task in CRM | |||
* Add Tag | * Add Tag | ||
* | |||
This adds a tag to the selected email body. The menu header area goes yellow when there is a tag. | |||
[[File:tag_yellow_header.png]] | |||
* Reply and Tag | |||
This opens a new email replay window in outlook with a tag in it based on the current context in the task pane | |||
* New Email | * New Email | ||
[[File:newemail1.jpg]] | |||
This opens a new email window in outlook with a tag in it based on the current context in the task pane. | |||
The subject is set to the an entity field and the tab is applied. | |||
* New Appointment | * New Appointment | ||
This opens a new appointment window in outlook with a tag to insert the record into CRM and also to tag against the entity it is on. | |||
[[File:newappt1.jpg]] | |||
Revision as of 10:04, 13 September 2021
The entity options menu is available on the top right of the screen.
- Focus
Clicking this stops the change event from happening when you change and email with the task pane. You will know this is checked as the top area will be blue.
- New Task
This opens a dialog where you can create a new task in CRM
- Add Tag
This adds a tag to the selected email body. The menu header area goes yellow when there is a tag.
- Reply and Tag
This opens a new email replay window in outlook with a tag in it based on the current context in the task pane
- New Email
This opens a new email window in outlook with a tag in it based on the current context in the task pane. The subject is set to the an entity field and the tab is applied.
- New Appointment
This opens a new appointment window in outlook with a tag to insert the record into CRM and also to tag against the entity it is on.
