Send/Save Mail in the CRM- or SRM-panel

Explanation

This activity is used to send e-mails from outlook and save them to IFS CRM/SRM. Mail body and attachments are saved in IFS Document Management.

Prerequisites

• IFS Outlook Add-In (CRM- or SRM-panel) must have been installed. 
• To save attachments and mail body html, Document Class and Document Format should have been defined in CRM/SRM Default Values. Also save mail body html and attachments should have been enabled the CRM/SRM Default Values.

System Effects

As a result of this activity, a business mail is created and recipients will automatically be connected as references to the business mail.

Window

N/A

Related Window Descriptions

N/A

Procedure

1. Open Outlook.
2. Open a new mail.
3. Add recipients to the mail. Optionally, go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or SRM-panel. In the Find Contacts you can search for contacts in IFS CRM/SRM and click To or Cc to add them as recipients.
4. Go to IFS CRM/IFS SRM tab and click on Send and Save.