Email (tccom6600m500)

Use this session to view, enter, and maintain e-mails.

An e-mail can be linked to a contact, a business partner, an opportunity, or an activity.

You can start this session from the Activities (tccom6100m000) overview session, by double-clicking a record of the Email type , or by clicking New Email or Follow Up Email on the appropriate menu. You can also start this session stand-alone.

Note
  • Use the From, To, Cc, and Bcc buttons to select recipients for the e-mail from the Recipients (tccom6600m900) session.
  • You can only update e-mails with the Draft status.
Tabs

The lines on the tabs refer to these sessions:

Related topics

 

From

The name of the recipient who created or sent the e-mail.

To

The name of the recipient to whom the e-mail is sent.

Cc

The name of the recipient other than the recipient in the To field, whose name is visible to other recipients of the message.

Bcc

The name of the recipient other than the recipient in the To field, whose name is invisible to other recipients of the message.

Direction

The e-mail's direction.

  • Inbound
    The e-mail is or will be received and is manually created in this session.
  • Outbound
    The e-mail is or will be sent from this session.
Sent

The date and time the e-mail obtains the Sent or Received status.

Subject

Enter a short description of the e-mail.

Information

Use this field to add a message to the e-mail.

...

The contact for whom the e-mail is created.

...

The business partner for whom the e-mail is created.

Phase

The phase in the sales process for which the e-mail is created.

...

The activity for which the e-mail is created.

Priority

The priority that is assigned to the e-mail.

Status

The e-mail's status.

  • Draft
    The e-mail is created.
  • Received
    The created e-mail is set to Received in this session.
  • Sent
    The e-mail is sent from this session.
Created by

The user who created the e-mail.

Creation Date

The date on which the e-mail is created.

Last Modified by

The user who last modified the e-mail.

Last Modification Date

The last date on which the e-mail is modified.

Series

The series used for the e-mail.

Default value

The Series for Emails from the COM Parameters (tccom0000s000) session.

Email

An activity type that specifies an e-mail created for a contact, business partner, opportunity, or activity that you want to record in LN. E-mails can be created to send them, but also to manually register received e-mails. An e-mail has selected recipients.

Sensitivity

The type of e-mail.

 

Send Email

Sends the e-mail to the recipients.

Done

Sets an Inbound e-mail with the Draft status to Received.

High Priority

Sets the Priority field of a Draft e-mail to High.

Low Priority

Sets the Priority field of a Draft e-mail to Low.

Follow Up Appointment

Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the e-mail.

Follow Up Call

Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the e-mail.

Follow Up Task

Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the e-mail.

Follow Up Email

Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the e-mail.