{"id":287,"date":"2010-12-31T09:43:00","date_gmt":"2010-12-31T09:43:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=287"},"modified":"2023-10-06T09:00:41","modified_gmt":"2023-10-06T09:00:41","slug":"create-follow-up-task-after-filing-email-in-sage-crm-from-outlook","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/12\/31\/create-follow-up-task-after-filing-email-in-sage-crm-from-outlook\/","title":{"rendered":"Create Follow-Up Task after Filing Email in Sage CRM from Outlook"},"content":{"rendered":"
As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below:<\/span><\/div>\n
\"Creating<\/a><\/div>\n

Now when user selects an email and clicks on the \u201cFile E-mail\u201d button, a filing window gets appeared on the screen as below:<\/p>\n

\"Filing<\/a><\/div>\n

\u201cFile E-Mail\u201d button just files an email in CRM against selected Person and Company. \u201cFile and View E-Mail\u201d files an email and redirects user to the summary of that email created in CRM.<\/p>\n

Now in order to perform an action, say like creating a follow-up on this newly filed mail could be necessary. We will use the same \u201cFile and View E-Mail\u201d button. When user will click on \u201cFile and View E-Mail\u201d button email gets created and below screen is displayed.<\/p>\n

\"Creating<\/a><\/div>\n

On this screen we provided a button that will allow the user to create follow up task. Once the user clicks on the button, he will be redirecting to the new task screen. Here the user can save a new communication tasks.<\/p>\n

\"Sage<\/a><\/div>\n

By this process the user does not have to login to Sage CRM and search for the company\/person and then create a new tasks against the communication.<\/p>\n

Note: <\/strong>Please click the images to enlarge them.<\/p>\n

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the \u201cFile E-mail\u201d button, a filing window gets appeared on the screen as below: \u201cFile E-Mail\u201d button just files an email in\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[833,1168,1736],"class_list":["post-287","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-crm7-0","tag-follow-up-task","tag-outlook"],"yoast_head":"\nCreate Follow-Up Task after Filing Email in Sage CRM from Outlook - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/12\/31\/create-follow-up-task-after-filing-email-in-sage-crm-from-outlook\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Follow-Up Task after Filing Email in Sage CRM from Outlook - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the \u201cFile E-mail\u201d button, a filing window gets appeared on the screen as below: \u201cFile E-Mail\u201d button just files an email in\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/12\/31\/create-follow-up-task-after-filing-email-in-sage-crm-from-outlook\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2010-12-31T09:43:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-06T09:00:41+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TR2jplinWTI\/AAAAAAAABOA\/wly64mOAbbs\/s320\/clip_image002.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/12\/31\/create-follow-up-task-after-filing-email-in-sage-crm-from-outlook\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/12\/31\/create-follow-up-task-after-filing-email-in-sage-crm-from-outlook\/\",\"name\":\"Create Follow-Up Task after Filing Email in Sage CRM from Outlook - 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