Completing an Email

Use the Complete - Email window to record information about a completed email.

To complete email history record details:

  1. Execute one of these steps:
    • In Outlook select one or more email messages and click Record to History.
    • In Outlook, after composing an email, click Send to CRM.
    • Drag and drop one or more email messages from Outlook to an Infor CloudSuite CRM contact, account, lead, opportunity or ticket detail view.
    Note: 
    • 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 email 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 email to history.
  2. If the Quick Complete window opens, execute one of these steps:
    • Click Individually to complete each email history record separately. Proceed to step 3.
    • Use the Quick Complete dialog box to enter history information for multiple email messages.
    Note: This dialog box only displays if you dragged and dropped an email and the Log to History option in Options is set to prompt. If you selected to not be prompted for history, then the email history is recorded automatically and you can skip the remaining steps.
  3. If the Complete Email window opens:
    1. Specify this log history information:
      Regarding
      Select an item from the list.
      Location
      Specify a location if applicable.
      Completed
      If required, modify the Completed date. To modify the date, click (Calendar) to select the date.
      Scheduled
      If required, modify the Scheduled date. To modify the date, click (Calendar) to select the date.

      Perform an action on either Duration or Timeless field.

      Duration
      Click the Duration drop-down arrow and select a value from the list.

      You can either use the Duration field or the Timeless field.

      Timeless
      Select the Timeless check box if the activity that occurred on a specific date, but at no specific time and without a specific duration.
      Result
      In the Result field, click the drop-down arrow and select an item from the list.
      Contact
      If necessary, select Contact and use (Find) or (Delete) to change or remove an associated lead, contact, account, opportunity or ticket.
      Lead
      If necessary, select Lead and use (Find) or (Delete) to change or remove an associated lead, contact, account, opportunity or ticket.
      Priority
      Select the importance of the email.
      Category
      Select the category of the email.
      Leader
      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.
      Notes
      Specify any additional information about this activity.
      Follow-Up

      If necessary, specify a follow-up activity in the Follow-Up field. Select the Carry Over Notes or Carry Over Attachments check box to copy notes or attachments from this activity to the follow-up activity.

    2. Click Open Email to view the email message.
    3. Click the Attachments tab to add or view a document or URL.
      Note: 

      The Send SLX button in Outlook saves email attachments using one of the following methods:

      • Email attachments are saved as individual files
      • A single email attachment that contains the email and all attachments

      The method used is determined by the administrator.

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