Difference between revisions of "View Email Screen"
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The opentaps CRM's email screen is like the email screen of most web-based applications. There are a few buttons which are available at the top of the screen: | The opentaps CRM's email screen is like the email screen of most web-based applications. There are a few buttons which are available at the top of the screen: | ||
| − | * | + | * [Reply] and [Forward] - Reply or Forward this email to someone using the [[Write Email Screen]]. |
| − | * | + | * [Assign] - Assign this email to another person for processing. This button only appears if the email has not been completed. |
| − | * | + | * [Mark Completed] - Mark this email as completed. This button only appears is the user has permission to close activities for the (client) parties involved in the email. |
| − | * | + | * [Delete] - Delete the email and mark the related activity as cancelled with a note about who cancelled it. This button only appears if the email has not been marked completed. |
Revision as of 00:22, 14 November 2007
The opentaps CRM's email screen is like the email screen of most web-based applications. There are a few buttons which are available at the top of the screen:
- [Reply] and [Forward] - Reply or Forward this email to someone using the Write Email Screen.
- [Assign] - Assign this email to another person for processing. This button only appears if the email has not been completed.
- [Mark Completed] - Mark this email as completed. This button only appears is the user has permission to close activities for the (client) parties involved in the email.
- [Delete] - Delete the email and mark the related activity as cancelled with a note about who cancelled it. This button only appears if the email has not been marked completed.
