Home Activity Stream Management Posting email correspondence into a record

Posting email correspondence into a record

Last updated on Sep 15, 2025

**Drag and Drop and Email **(Outlook's version 11 and above prevents this method)

  • Within the activity stream, select button “Add file”

  • From desktop email application (currently not functional via browser email as of 1/2023), drag desired email into the drop box

  • Name the file and choose the file type (this will allow the future user to search by file type)

  • Select “post”

    Forward an Email to a Record:

  • Click the 3 Dots on the record

  • Click "copy Record Email"

  • In the To:; Cc; Bcc line on your email, click ctrl+v or right click paste on your mousepad

  • Send your email

  • Hit refresh on your Vsimple page and your email should be posted.

Download an email and click "Add File"

  • Click the 3 dots in your email

  • Click "Save As"

  • Click "Save As EML" or "Save As MSG"

  • In your vsimple record, click "add file" then drag and drop the newly saved email

  • Click "Post"