View Email 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.
The Activity Links screen is also present when viewing emails and shows the owner, cases, orders, and opportunities associated with the email.