File Email: Difference between revisions

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There are a few ways to File Emails to CRM.
There are a few ways to File Emails to CRM.
1. File Email button on Explorer ribbon
2. File Email button on Task Pane
3. Send and File on Email Compose window
4. Prompt and Send on Email Compose window
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The email window will generally appear as follows for 1,2 and 4. 3 Does not show any window.
[[File:fileemail1.jpg]]
On the left we have 3 options
A. Email - this is the default and core email
B. Custom Fields - this is any custom fields from the communications entity
C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM

Revision as of 10:52, 15 June 2021

There are a few ways to File Emails to CRM.

1. File Email button on Explorer ribbon 2. File Email button on Task Pane 3. Send and File on Email Compose window 4. Prompt and Send on Email Compose window


The email window will generally appear as follows for 1,2 and 4. 3 Does not show any window.

File:Fileemail1.jpg

On the left we have 3 options

A. Email - this is the default and core email B. Custom Fields - this is any custom fields from the communications entity C. Documents - This only appears when there are attachments checked and this shows fields from the Library table in CRM