Entity Options: Difference between revisions

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* New Task
* New Task


This opens a dialog were you can create a new task in CRM
[[File:newtask1.jpg]]
 
This opens a dialog where you can create a new task in CRM


* Add Tag
* Add Tag
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This adds a tag to the selected email body. The menu header area goes yellow when there is a tag.  
This adds a tag to the selected email body. The menu header area goes yellow when there is a tag.  


* Replay and 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
This opens a new email replay window in outlook with a tag in it based on the current context in the task pane
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* New Email
* New Email


This opens a new email window in outlook with a tag in it based on the current context in the task pane
[[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.
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 09:04, 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.