File Inbound Email

Access this form from:

CRM > Relationships > Inbound Filing through drill down on a filed or unfiled email.
Workflow Desk > File Inbound Emails desktop item through drill down on an unfiled email.

The Inbound Filing form gives access to the detail of the email, the File Against detail that you can update to file the email against the required records in Greentree, and the Assigned User and Team. This form consists of a number of entry and display fields. These fields display on several tabs to enable ease of entry and navigation.