Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Exclude TO Emails
Select this option to determine whether or not emails are filed against the To email address.
If you click:
Exclude CC Emails
Select this option to determine whether or not emails are filed against the CC email address.
If you click:
My Outlook Email
Enter the user's email address in Outlook.
When an inbound record is filed, each record created has an assigned user. This is determined by the From email address in the email that is filed, and finding a matching email address defined in Outlook's user preferences.
If no match is found, the default From user set up on the CRM Module Control form is assigned to all records and attachments.
My Outlook Display Name
Enter the user's display name in Outlook — for example, Jan Smith.