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

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.