Send/Save Mail in the CRM- or SRM-panel

Explanation

This activity is used to send e-mails from outlook and save them to IFS CRM/SRM. Mail body and attachments are saved in IFS Document Management. Open a new mail in Outlook. Add recipients to the mail. Optionally, go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or SRM-panel. In the Find Contacts you can search for contacts in IFS CRM/SRM and click To or Cc to add them as recipients. Then go to IFS CRM/IFS SRM tab and Click Send and Save.

Prerequisites

• IFS Outlook Add-In (CRM- or SRM-panel) must have been installed. 
• To save attachments and mail body html, Document Class and Document Format should have been defined in CRM/SRM Default Values. Also save mail body html and attachments should have been enabled on the CRM/SRM Default Values page.

System Effects

As a result of this activity, a business mail is created and recipients will automatically be connected as references to the business mail.