Completing Multiple E-mail History Records

The Quick Complete dialog box opens when you select multiple e-mails to log to history at once. Use the Quick Complete dialog box to enter history information for multiple e-mail messages or you can choose to log information for each e-mail individually.

How Do I?

Log history for multiple e-mails at one timeClosed
  1. Click the Result drop-down arrow and select an item from the list.
  2. In the Note field, add any information that you want to be added to each history record.
  3. Click As Scheduled to create the history records using the date and time when the e-mail was sent. Or, click Now to create the history records using the current date and time.
Log history for multiple e-mails individuallyClosed
  1. Click Individually to complete each e-mail history record separately.
  2. Use the Complete - E-mail dialog box to record information about a completed e-mail.

Related Topics

Logging E-mail Message to History

Using Outlook Integration

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.