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Main Tab
The Main tab displays the detail of the email.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Date/Time
This field displays the Date and Time that the email was received.
Complete
The Complete option is selected if the email is filed against all the default items listed in the File Against table on the File Against tab.
View
This field determines which records you have access to. The default view is set in CRM System Settings. You can change your view (depending on your security level), by selecting a different value from the list.
- All: All records are available, no limitation based on the owner of the record.
- Mine: Only the records that are assigned to you are available.
- Team: Only the records that are assigned to your team(s) are available.
Note: The View field respects the security settings defined in User Preferences. Logging in as super gives you access to all records.
From
This field displays the email address of the person that sent the Email.
To
This field displays the email address of the person that the email was sent to.
Cc
This field displays the email address of the persons that a courtesy copy of the Email was sent to.
Bcc
This field displays the email address of the persons that a blind courtesy copy of the Email was sent to.
Subject
This field displays the Subject line of the Email.
Body
This field displays the detail contained in the email.