Outlook Details tab

From Accelerator for SageCRM
Revision as of 21:31, 25 October 2011 by Sagecrmw (talk | contribs) (Created page with "*'''New''' The New option allows you to create a new Entity based on the data in the email. Accelerator parses the email and fills in the form as much as is possible. ---- *...")
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  • New

The New option allows you to create a new Entity based on the data in the email.


Accelerator parses the email and fills in the form as much as is possible.

  • Save Email

The Save Email button


allows you to save the email as a communication "Email In" against the current record.

  • Save Attachments

The Save Atatchments button


allows you to save the email as a document against the current record.


This button will only display when there are attachments.

  • New Email

The New Email button


allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".

  • Reply and Tag

The Replay and Tag button


allows you to reply to the current email and also set a tag on it. See Tagging emails for details.


When sent this is saved to as a communication "EmailOut".

  • Tag Email

You can tag the current email that you are viewing.


The tag that is applied is the one to match the existing entity record that you are viewing


Click on the "Tag Email" button to apply the tag.

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