E-mail Out
- E-mails sent from CRM, or from CRM using the Send Using Outlook button, are automatically BCCed to a Mail Manager Server Filing address.
- Note: In CRM, this address is not visible in the BCC field, but you can tell if the E-mail Management functionality is set up, as this Mail Manager Server filing address is visible in the BCC field if you click the Send Using Outlook button.
- You can also send e-mails from outside of CRM to a customer and manually add the Mail Manager Server Filing address to the BCC field.
- The effect of using E-mail Manager on outbound e-mails is that regardless of whether you send the e-mail from CRM, or direct from Outlook (or other E-mail application) and manually BCC the Mail Manager Server Filing address, a communication record will automatically be created against the customer who matches the e-mail address in the To field. Please refer to Rules Applied to E-mail Handling for more information.
- Attachments to e-mails are also filed with the communication record in CRM