Recording an Email Message to History
You can log email messages to the History tab in Infor CRM.
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You must install Xbar to use these features. |
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Do one of the following:
Depending on the integration, some of these methods may not be available.
- In Outlook, after composing an email, click Send to CRM.
- In Outlook select one or more email messages and click Record to History.
- Drag and drop one or more email messages from Outlook to an Infor CRM contact, account, lead, opportunity or ticket detail view.
If you drop an email on the Attachments tab, the email will be added as an attachment, but will not be recorded to history.
If you are on version 8.3.0.03 or earlier and the option to enable drag and drop is selected, you will be prompted to add attachments for the e-mail, rather than create a history record. Provide a description for the .msg file and the .json files and click OK.
- If the email contains any attachments, click Yes to save any attachments to the Attachments tab.
- Depending on your email log to history options and the records associated with the email 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 email can be associated as a history record.
- Quick Complete - Click Individually to complete each email 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 email.
| Description | Infor CRM with Outlook Integration |
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| If the email address matches a single contact or lead in Infor CRM |
An email history record is logged for the matching contact or lead. Any attachments will appear on the Attachments tab of the matching contact or lead to which the email history was logged. |
| If the email address matches multiple contacts or leads in Infor CRM |
If the Duplicate Record(s) Found prompt opens, then you can select the contact or lead to which the history record and any attachments should be associated. If the prompt is turned off then: An email history record is logged for the matching contact or lead with the most history. Any attachments will appear on the Attachments tab of the matching contact or lead to which the email history was logged. |
| If the email address cannot be found in Infor CRM |
The Record(s) Not Found dialog box may open. An email history record is not logged. |
Understanding Email Integration
