Selecting record(s) to log history items

You can save Outlook email messages as application history items if you are using Microsoft Outlook as your email application. If you send an email to multiple contacts or leads, you can select which records must receive the associated history item.

To select records:

  1. Select the contacts or leads you require to obtain the associated history item in the Select Record(s) window.
  2. Select a record and click Contact/Lead Details if more information is required to determine the correct contact or lead.
    1. View the contact or lead detail view with additional information.
    2. Click Close when finished.
  3. Click OK.