Home Activity Stream Management Posting email correspondence into a record

Posting email correspondence into a record

Last updated on Apr 17, 2023
  • 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”