This activity is used to send and save e-mails in a mail client which is the first step of the e-mail add-in process. MS Outlook and IBM Lotus Notes are the supported mail clients. E-mails are saved in IFS Document Management.
IFS Document Management Office Add-In or the IFS Document Management Widget for Lotus Notes must have been installed.
If the default value for Show CRM Mail Add-In in CRM Basic Data/CRM Default Values tab is FALSE, a business mail record will be created and references will be connected automatically without using the Mail Add-In.
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This will direct user to the Actions dialog
box in IFS Applications/IFS Document
Management.