Sending and CRM

From Accelerator for SageCRM
Revision as of 11:41, 15 June 2021 by Sagecrmw (talk | contribs)

To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.

See 'File Email' for more details

The normal outlook send will not store anything into CRM.

There are 2 buttons.

A. Send and Save

B. Prompt and Send


A. Send and Save

This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.


B. Prompt and Send

This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.