Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Assigned User
This field 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 set up on the User Maintenance form and the My Outlook Email field on the Inbound Email tab of the CRM Preferences form contains Jan.Smith@myob.com. When an email is filed the From email address is matched to the address in the My Outlook Email field.
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
This field displays the teams that the record is assigned to. The team is taken from the user's record.
Filed by
This field displays the From email address.
When Filed
This field displays the date on which the email was received.