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.

Tabs

The lines on the tabs refer to these sessions:

  • Attachments

    Refers to the Attachments (tccom6110m000) session. On this tab, you can link attachments to an e-mail and view and maintain the linked attachments.

  • Notes

    Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the e-mail. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started.

  • References

    Refers to the References by Activity (tccom6115m000) session. On this tab, you can view and specify reference information for an e-mail.

  • Additional Attributes

    Refers to the Attributes by Activity (tdsmi2101m000) session. On this tab, you can add attributes to the e-mail.
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.

Field Information

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.

Contact

The contact for whom the e-mail is created.

Business Partner

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

Phase

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

Linked Activity

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

e-mail

Sensitivity

The type of e-mail.

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