Adding E-mails as Activities

You can assign incoming e-mails to an existing company or person in the Aurea.CRM database.

To do this, the e-mail address of the sender must already be stored in the Company/Person record. An activity record is created for the company or person.

Filtering E-mails

To filter the e-mails in your inbox:

  1. Select Extras > E-mail as Activity from the menu.

    The E-mail Activity dialog box is displayed.

    Note: By default, the profile defined under Start > Settings > Control Panel > Mail is used. If no default profile has been defined, then a dialog box is opened and you can select the desired profile.
  2. Select the time period when the e-mail you want to import is received. Click the Read E-mail button.

The e-mail messages is loaded. This can take a while for large numbers of e-mails.

Assigning E-mails to Activities

To select the e-mails you would like to add activity records for:

  1. Select the e-mail(s) you want to turn into activity records by clicking each one. Click an entry again to deselect it.

    Note: It is possible to save the same e-mail on different days. In this case new activity records are created containing identical data.
  2. Click OK.

    Aurea.CRM searches through its database looking for identical e-mail addresses entered in Company and/or Person records.

    Note: Addresses and telephone numbers are saved automatically in the Tel.No./E-mail info area. Select Fill from the context menu to update the entries in this info area if problems occurred when searching.
  3. Click the OK button in the "Done!" message box to create the relevant activity for the existing e-mail addresses.

In the corresponding activity record, the Type field has prepopulated value E-mail.

At the end of the process, Done is displayed.