Security

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Assigned User

Displays the user that the record is assigned to. When an inbound record is created, the assigned user is determined by the From email address.

For example, From email is Jan.Smith@myob.com. Jan Smith is a user setup on the User Maintenance form and My Outlook Email contains Jan.Smith@myob.com. When an email is filed the From email address is matched to My Outlook Email address.

If a match is found, the assigned user updates. If no match is found, the default From user on the CRM Module Control form is assigned to all created records and attachments.

Assigned Team

Displays the teams that the record is assigned to. The team is taken from the user's record.

Filed by

Displays the From email address.

When Filed

Displays the date on which the email was received.