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Viewing emails attached to CRM records

May 29, 2010

Once you’ve tracked an Outlook e-mail in CRM, you can view that e-mail under the associated record’s history. E-mails that are sent directly in CRM can also be viewed under a record’s history.

Tracking e-mails, of course, does have disadvantages. For example, if all of your messages are tracked, your boss will know whether or not you have been e-mailing prospects on a regular basis.

Step-by-Step Instructions

  1. Open a record.
  2. On the left, click History.
  3. In the date range drop-down, select a range of dates for history entries.  The default only shows history entries for the last 30 days.
  4. Double-click an e-mail history to open it.

Tips & Tricks

  • Attachments to e-mails will likely be available on history entries.  Open a history record, and then click the Attachments tab to see any files that were originally attached to the e-mail message.

 

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