Save Mail in the CRM- or SRM-panel

Explanation

This activity is used to save mails from outlook 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. Select/open an existing mail.
3. Go to IFS CRM/IFS SRM tab and click on Save to CRM/Save to SRM.