Notes Email
- Evangeline Cruz
Add to CRM
Clicking the Add to CRM button will open a selection dialog, where you can search and find CRM records to which the Lotus Notes documents can be linked.
1. Toggle the radio button to either search on "Last Name" or "Company name".
2. Select whether to Associate to a Contact, Lead or Account
3. Type a value and click on the Search button >> . You can use a full name or part name search.
OR, you may just click on the >> Search button and the whole list is displayed for you to choose from
4. Select a record and click the OK button
Available Links:
Open in CRM
Clicking this link will open the corresponding CRM record in a browser window.
Open Email CRM
Clicking this link will open the actual email as an activity on iCRM.
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