Main Tab

This 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 - You can view all records, with no limitation based on the owner of the record.
Mine - You can only view the records that are assigned to you.
Team - You can only view the records that are assigned to your team(s).

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.

This field displays the email address of the person to whom the email was sent.

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.