Select Associations will determine what CRM modules the user may associate to when in Emails, Tasks and Appointments.
Click on New and select the Mail DB Module to configure.
Next, you will need to choose the CRM modules that area allowed associations in the Mail File module. The list that you are given is populated by what you set up in Search Settings.
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In Email, the CRM module Contact is mandatory. |
Once you have configured the Search Settings, use the Update All to push those configurations out to your users. Once updated, they will see the association options appear in the drop-down menu
