-
Do one of the following:
Depending on the integration, some of these methods may not be available.
- In Outlook, after composing an e-mail, click Send to CRM.
- In Outlook select one or more e-mail messages and click Record to History.
- Drag and drop one or more e-mail messages from Outlook toan Infor CRM contact, account, lead, opportunity or ticket detail view.
If you drop an e-mail on the Attachments tab, the e-mail will be added as an attachment, but will not be recorded to history.
If prompted to install Infor CRM Desktop Integration and you want to use this feature, click Yes and follow the steps to install Infor CRM Desktop Integration. In order to complete the install you will be prompted to close all browser windows and Microsoft Outlook.
- If the e-mail contains any attachments, click Yes to save any attachments to the Attachments tab.
- Depending on your e-mail log to history options and the records associated with the e-mail you are logging to history, you may see one or more of the following dialog boxes:
- Duplicate Record(s) Found - Select the appropriate contacts or leads and click OK.
- Select Contacts - Select which contacts or leads should have associated history items created, and click OK.
The information will be added to the History tab for the selected contact or lead. - Record(s) not Found - You must add the contact or lead to Infor CRM before the e-mail can be associated as a history record.
- Quick Complete - Click Individually to complete each e-mail history record separately or use the information boxes to enter history for multiple records.
- Complete- E-mail - Use the dialog box to record information about a completed e-mail.