Completing an E-mail

Use the Complete - E-mail dialog box to record information about a completed e-mail. 

To complete e-mail history record details

1. Do one of the following:
   • In Outlook select one or more e-mail messages and click Record to History.
   • In Outlook, after composing an e-mail, click Send to CRM.
   • Drag and drop one or more e-mail messages from Outlook to an Infor CRM contact, account, lead, opportunity or ticket detail view.
     

   If you are prompted for duplicate records or to select which records to record history for, you must first select the correct record before the e-mail can be recorded to history. If you are prompted that the contact or lead was not found, you will not be able to record the e-mail to history.

2. If the Quick Complete dialog box opens, do one of the following:
   • Click Individually to complete each e-mail history record separately. Proceed to step 3.
   • Use the Quick Complete dialog box to enter history information for multiple e-mail messages.
     

   This dialog box only displays if you dragged and dropped an e-mail and the Log to History option in Options is set to prompt. If you selected to not be prompted for history, then the e-mail history is recorded automatically and you can skip the remaining steps.

3. If the Complete E-mail dialog box opens, use the dialog box to log history information.
   
   1. In the Regarding box, click the drop-down arrow and select an item from the list.
   2. Use the Location box to enter a location if applicable.
   3. If necessary, modify the Completed date. To modify the date, click the Calendar button to select the date, and then click OK.  
   4. If necessary, modify the Scheduled date. To modify the date, click the Calendar button to select the date, and then click OK.  
   5. Do one of the following:
      • Click the Duration drop-down arrow and select from the list..
      • Select the Timeless check box if the activity that occurred on a specific date, but at no specific time and without a specific duration.
   6. In the Result box, click the drop-down arrow and select an item from the list.
   7. If necessary, select Contact or Lead and use the Find or Delete buttons to change or remove an associated lead, contact, account, opportunity, or ticket.
   8. In the Priority box, select the importance of the e-mail.
   9. In the Category box, select the category of the e-mail.
   10. In the Leader box, select a leader if someone other than you completed the activity. Not all users appear in the Leader pick list. You can only choose a user to be an activity leader if you have access to their calendar.
   11. In the Notes box, type any additional information about this activity.
   12. If necessary, specify a follow-up activity in the Follow-Up box. Select the Carry Over Notes or Carry Over Attachments check box to copy notes or attachments from this activity to the follow-up activity.
   13. Click Open E-mail to view the e-mail message.
   14. Click the Attachments tab to add or view a document or URL.
       

   The Send SLX button in Outlook saves e-mail attachments using one of the following methods: E-mail attachments are saved as individual files A single e-mail attachment that contains the e-mail and all attachments The method used is determined by your administrator.

   15. Click OK.

       If you scheduled a follow-up activity, the Schedule an Activity dialog box appears for you to complete.
       

Related Topics

Using Outlook Integration

Logging E-mail Message to History

Setting Desktop Manager E-mail History Options