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Linking email correspondence to a customer
You can link email correspondence to a Customer record using Document Drop (IE only).
- Find and open the Customer record.
- Click the Communications tab.
- Tile the windows on your desktop and use the mouse to drag the required email onto the Document Drop icon. The Enter New Task page is displayed.
- Action type is automatically set to Email In. Enter the rest of the details and click Save.The new communication is displayed in the Communications list for the company.
- To review the email, click the Email icon and then click View Attachment.
You can also link email correspondence to customer records in Sage CRM using Outlook Integration and Email Management.
- Outlook Integration. If Classic Outlook integration is installed on your system, you can use File Email from Outlook to file an inbound email communication with the customer record in Sage CRM. For more information, see Classic Outlook integration.
- Email Management. If Email Management is installed on your system, inbound emails are automatically filed against the matching Person or Company record. For more information, see Filing inbound and outbound emails.
See Also:
Dropping a document onto the Documents tab
Downloading the CRM plug-in
Tracking documents on the Documents tab
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