I would like to be able to file an e-mail from within Outlook to CRM but have the option of creating a communication associated with the e-mail. Is it possible to give the option of creating a communication when filing an e-mail? I would like the e-mail to be in the documents tab, but not have a communication tied to it. In this case, document drop is not a viable solution. Any suggestions would be much appreciated.
© The Sage Group plc 2017All Rights Reserved