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Attach Emails to the Log Note and Client File
Dion Innes
#1 Posted : Tuesday, March 14, 2017 8:20:50 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Attaching Emails



When using the CMS Email feature, it's easy to keep a history of all of your email exchanges with clients.

In General Settings, select the Auto Attach Sent Emails setting.

1. Click Setup > General Configuration from the Main CMS menu bar.
2. Below Action Menu, select the Auto Attach Sent Emails setting.


When you send an email using the Action menu, emails will automatically attach to the log note and to the Attachments list for the selected client.



See Email in the Help System for more information.




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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


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