Administrator Guide

Email Sub-Grid

All messages saved from Outlook using the Plugin will appear in the “Email” Sub-Grid of both the specific item it was saved to, as well as the Email Sub-Grid of its parent Account item (if you are using Flex as a CRM). If there is no parent Account or other relevant parent the email will appear only in the item’s Sub Grid.

Example: An Outlook message is saved to an Opportunity item. The saved message appears in the “Email” Sub-Grid on the Opportunity Display form.

…and it also appears in the “Emails” Sub-Grid of the parent Account Display form:

Note: The email message body is not viewable from the Sub-Grid. To view the actual message body content, use the Data Viewer or click the link to view the saved message.

For information on configuration options for the Email Sub-Grid, refer to the “Sub-Grid” section and its subsections.

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