Home Activity Stream Management Posting email correspondence into a record

Posting email correspondence into a record

Last updated on Feb 28, 2025

Drag and Drop and Email:

  • 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.