File Against List

Use the File Against list to file inbound emails that have not been filed, or require the inbound emails to be filed, against a selected lead, quote, service request, communication, log, or job.

Options Reference

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

Select this option to file email(s) with the To contacts specified in the inbound email. You can select:

All to populate the To email addresses in selected
Contact to enable selection of all available contacts.
First to populate the first email address in selected.

Select this option to file email(s) with the CC contacts specified in the inbound email. You can select:

All to populate the CC email addresses in selected
Contact to enable selection of all available contacts.
First to populate the first email address in selected.

BCC

Select this option to file email(s) with the BCC contacts specified in the inbound email. You can select:

All to populate the BCC email addresses in selected
Contact to enable selection of all available contacts.
First to populate the first email address in selected.

Lead

Select this option to file email(s) against a lead(s)

Quote

Select this option to file email(s) against a quote(s)

Service Request

Select this option to file email(s) against a service request(s)

DC Communication

Select this option to file email(s) against a contact(s)

Log

Select this option to file email(s) against a log(s)

Job

Select this option to file email(s) against a job(s)

Status

Select:

All - Enables selection of open or closed leads, quotes, service requests, communications, logs, or jobs.
Open - Enables selection of open leads, quotes, service requests, communications, logs, or jobs.
Search - Displays a list of all or open leads, quotes, service requests, communications, logs, or jobs.

Enter or select a lead, quote, service request, communication, log, or job.

Pressing F4 while in the search field opens the Advanced Search form.

Selected

Displays the selected records.

View

This option determines which record a user has access to:

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.

Note: If multiple emails are selected from file inbound emails, then when the emails are filed with the selected criteria in the File Against list.