Using Email: Difference between revisions
Acs300Admin (talk | contribs) (Created page with "Once connected the mail box will display something like this link=File:Sage_300_mailbox_setup.png|665x665px You can preform certain actions on the inbox. link=File:Sage_300_mailbox.png|392x392px A. If the email is a SENT email this icon shows. B. If the email is received in this icon shows. C. You can search within the mailbox D. Logout - disconnects the mailbox E. R...") |
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You must have connected to your mailbox (Outlook/Gmail/IMAP) for the following to be valid. | |||
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Once connected the mail box will display something like this | Once connected the mail box will display something like this | ||
[[ | [[File:Sage 300 mailbox setup.png|300px]] | ||
You can preform certain actions on the inbox. | You can preform certain actions on the inbox. | ||
[[ | |||
[[File:Sage 300 mailbox.png|300px]] | |||
A. If the email is a SENT email this icon shows. | A. If the email is a SENT email this icon shows. | ||
| Line 17: | Line 22: | ||
E. Refresh the mailbox | E. Refresh the mailbox | ||
F. Searches the system based on the email address it came from (or was sent to) | F. Searches the system based on the email address it came from (or was sent to) | ||
Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity | Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity | ||
[[ | |||
[[File:Sage 300 view email.png|300px]] | |||
When you select an email and then view an entity you will see the File Email button (A) | When you select an email and then view an entity you will see the File Email button (A) | ||
[[ | [[File:Sage 300 mx save email button.png|300px]] | ||
When clicked you see the option to Save this against the given Entity | When clicked you see the option to Save this against the given Entity | ||
[[ | [[File:Sage 300 mx save email.png|300px]] | ||
Click "Save" to complete | Click "Save" to complete | ||
Latest revision as of 11:11, 3 September 2024
You must have connected to your mailbox (Outlook/Gmail/IMAP) for the following to be valid.
Once connected the mail box will display something like this
You can preform certain actions on the inbox.
A. If the email is a SENT email this icon shows.
B. If the email is received in this icon shows.
C. You can search within the mailbox
D. Logout - disconnects the mailbox
E. Refresh the mailbox
F. Searches the system based on the email address it came from (or was sent to)
Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity
When you select an email and then view an entity you will see the File Email button (A)
When clicked you see the option to Save this against the given Entity
Click "Save" to complete
