Save Mail in the CRM- or SRM-panel

Explanation

This activity is used to save mails from outlook to IFS CRM/SRM. Mail body and attachments are saved in IFS Document Management. Select/open an existing mail in Outlook and go to IFS CRM/IFS SRM tab. Click Save to CRM/Save to SRM. When the mail is saved, a dialog is shown where you can link the business mail to related lead/account/supplier and business activity or business opportunity. Search for the lead/account/supplier and then select the activities and opportunities that should be added as references to the business mail.

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 are connected as references to the business mail.