Posting email correspondence into a record
**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"
