How do I save an email?

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To save an email as a record simply copy and paste the email into the Contact Log for the contact. 

The contact log appears when you select contact the contacts name. The past records display, with the most recent log record at the top - scroll down to view all. To add a new entry simply type new details or paste an email into the field and click Add entry.

When you click on a contacts name to view their details the contact log appears at the bottom of the page. You can select Add Log Message to create a new record.

The name of the person adding the record will be saved automatically, as will the date and time.

Hint:
To select all use Control A
To copy use Control C
To paste use Control V

save_email_1.png

 

 

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