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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 on which 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 on the CRM System Settings form. 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.
The View field respects the security settings defined on the User Preferences form. Logging in as super gives you access to all records.
From
This field displays the email address of the person who sent the email.
To
This field displays the email address of the person to whom the email was sent.
Cc
This field displays the email addresses of the persons to whom courtesy copy of the email was sent.
Bcc
This field displays the email addresses of the people to whom a blind courtesy copy of the email was sent.
Subject
This field displays the subject line of the email.
Body
This field displays the detail contained in the email.