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File E-mail
To file one or more emails from Outlook/Exchange to CRM:
- Highlight the email(s) to file and click File E-mail from the toolbar. CRM searches for matches on the From address for incoming mail, and on the recipients email addresses for outgoing mails. The results are displayed in the E-mail Target List.
- Use the Add and Remove buttons to find or remove target companies/people to file under. If multiple people are selected, the email(s) are filed against each target specified.
- Set the Filing Options to determine what kind of communication the email(s) are filed against.
- Select File E-mail to carry out the filing in CRM and return to Outlook, or File and View to view the communication in CRM first. Attachments are saved with the communication record.
Filed emails are marked with the message Filed to Sage CRM.
See Also:
Installing the Outlook Plug-in for Exchange Integration
Working with the Outlook Plug-in for Exchange Integration
Add Contact
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