Attaching an email to a Sage CRM record

1. Open the relevant record.
   1. On the top bar, click the Search arrow and click <Entity>.
   2. Enter your search criteria and click Find.
   3. Click the record.
2. Click the Communications tab.
3. There are several ways to add an email:
   • Drag an email from the current location to the Document Drop icon.
   • If Classic Outlook Integration is configured, select the email in Outlook and click File Email. For more information, see Filing emails using Classic Outlook Integration.
   • If Lite Outlook Integration is configured, select the email in Outlook and click File Email. For more information, see Filing emails using Lite Outlook Integration.
   • If Email Management is configured, inbound emails are automatically filed against the matching person or company record. For more information, see Filing inbound and outbound emails.
4. A new communication record is created when you add the email. Complete the Task fields and click Save.
5. Click Save. The new communication is displayed in the Communications list.
6. To view the email, click the View Attachment icon and click Open.