File Emails

From Accelerator for SageCRM
Revision as of 11:23, 28 May 2015 by Sagecrmw (talk | contribs)

Emails can be filed in a number of ways

The most common is the button on the Main ribbon

  • this files against the email that matches the address or tag. If there is no tag and multiple emails are matched the system will prompt you.

Second is the option to file an email against a selected entity

  • This is especially useful where you want to file an email against an entity where the email does not match and there is no tag



Some File Email Options - Settings->Integrated Access

  • To turn off the Save prompt uncheck the Email Save Prompt checkbox - the system will just file the email based on the match
  • Save on sent - This saves the record once it has been sent - this is useful with the Email Save file option checked in that it will save the sent version of the email

EG