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Completing an E-mail History Record

Use the E-mail History dialog box to record information about a completed e-mail. 

To complete e-mail history record details

1. Do one of the following:
   • In Outlook select one or more e-mail messages and click Record to History.
   • In Outlook, after composing an e-mail, click Send SLX.
   • Drag and drop one or more e-mail messages from Outlook to a Sage SalesLogix contact, account, lead, opportunity or ticket detail view.
     

   If you are prompted for duplicate records or to select which records to record history for, you must first select the correct record before the e-mail can be recorded to history. If you are prompted that the contact or lead was not found, you will not be able to record the e-mail to history.

2. If the Quick Complete dialog box opens, do one of the following:
   • Click Individually to complete each e-mail history record separately. Proceed to step 3.
   • Use the Quick Complete dialog box to enter history information for multiple e-mail messages.
     

   This dialog box only displays if you dragged and dropped an e-mail and the Log to History option in Options is set to prompt. If you selected to not be prompted for history, then the e-mail history is recorded automatically and you can skip the remaining steps.

3. If the History - E-mail dialog box opens, use the dialog box to log history information.
   
   1. If necessary, modify the Completed date. To modify the date, click the Calendar/Time button to select a date, and then click OK.
   2. If necessary, modify the Completed date. To modify the date, click the Calendar/Time button to select a date, and then click OK.
   3. Do one of the following:
      • In the Duration boxes, type a number and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time the activity required.
      • If the activity did not occur at a specific time, select the Timeless check box.
   4. In the Result box, select an item from the list.
   5. If necessary, specify a follow-up activity in the Follow-Up box. Select the Carry Over Notes or Carry Over Attachments check box to copy notes or attachments from this activity to the follow-up activity.
   6. If necessary, select Contact or Lead and use the Find or Delete buttons to change or remove an associated lead, contact, account, opportunity, or ticket.
   7. In the Regarding, Category and Priority boxes, select an item from the list.
   8. In the Leader box, select a user from the list.
   9. In the Notes box, type any additional information about this activity.
   10. Click Open E-mail to view the e-mail message.
   11. Click the Attachments tab to add or view a document or URL.
       

   The Send SLX button in Outlook saves e-mail attachments using one of the following methods: E-mail attachments are saved as individual files A single e-mail attachment that contains the e-mail and all attachments The method used is determined by your administrator.

   12. Click OK.

       If you scheduled a follow-up activity, the Schedule an Activity dialog box appears for you to complete.
       

Related Topics

Using Outlook Integration

Logging E-mail Message to History

Setting Desktop Manager E-mail History Options