Outlook Search Results Tab: Difference between revisions

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Within the main search results tab you can now search for an entity or use your bookmarks.
Within the main search results tab you can now search for an entity or use your bookmarks.


This allows you to save any email against any existing record. This is useful in the case where a colleague is assisting on an item and you wish to save the email against a customer. Previously you would have had to drag and drop the email onto the IE toolbar (or had a tag in the subject). Typically if you do this it is recommended that you then tag the email.


This allows you to save any email against any existing record. This is useful in the case where a colleague is assisting on an item and you wish to save the email against a customer. Previously you would have had to drag and drop the email onto the IE toolbar (or had a tag in the subject). Typically if you do this it is recommended that you then tag the email. See the new "Tag Email" functionality.
[[File:searchpanel.png]]


 
To view the record from the grid just double click on the line item.  
 
This will then open the "Details" tab and show you the entity page.
To view the record from the grid just double click on the line item. This will then open the "Details" tab and show you the entity page.

Revision as of 00:15, 19 November 2011

Within the main search results tab you can now search for an entity or use your bookmarks.

This allows you to save any email against any existing record. This is useful in the case where a colleague is assisting on an item and you wish to save the email against a customer. Previously you would have had to drag and drop the email onto the IE toolbar (or had a tag in the subject). Typically if you do this it is recommended that you then tag the email.

To view the record from the grid just double click on the line item. This will then open the "Details" tab and show you the entity page.