File Inbound Emails

Use the File Inbound Emails form to view all, open, or completed inbound emails that have been filed or unfiled.

You can view a list of emails using the selection criteria entered into the form.

Options Reference

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

Date Filed

Enter a date of when the email was filed

Date

Enter a date of when the email was sent

Filed by

Enter the Outlook user name. For example, Jan.Smith@myob.com.

Body Contains

Enter the text for the email body text. The words you enter are used to search on and retrieve the emails containing that text.

Subject Contains

Enter the text of the email's subject. The words you enter are used to search on and retrieve the emails containing that text.

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.

All

Select this option to display all emails filed.

Open

Select this option to display all emails that require filing.

Completed

Select this option to display all emails that have been filed against all the default items listed in the table.

Search Now

Select this option to display a list of results based on the criteria selected

File Against List

Select this option to file selected emails against contacts, leads, quotes, service requests, logs, and jobs

To file an inbound email, you must select one or more record(s) from the list of displayed results.