Saving E-mail as an Activity in SAP B1 Database:

Keeping e-mail messages as part of a business partner record is a great strategy. Everyone in the organization can see the e-mail related to a given business partner, enabling everyone to have the complete details about a given customer or prospect.

Another key benefit of saving e-mail as an activity is that you can automatically create follow-up activities that remind you to take certain actions. To specify what the default follow-up activity should be, in Microsoft Outlook select SAP Business One, go to Default Settings and click Save E-mail as Activity.

To save an e-mail as an activity, display the e-mail message in Microsoft Outlook, then choose either Quick Save Email as Activity or Save E-mail as Activity from the SAP Business One menu in Microsoft Outlook. Similar to synchronization, selecting Save E-mail as Activity gives you fine-grained control over exactly how this e-mail is saved, including, if necessary, creating a new contact person for the business partner, linking an existing document and creating a follow up activity. You can choose whether to save any attachments along with the email message. This e-mail message was a follow-up to a phone call. To display an attachment, simply click on the Attachments tab of the Activity window.

You can save an email as an attachment easily, in every document, on the Attachments tab. Simply drag the email and drop it into an open document such as a quotation, and the email will be linked to the document in the Attachments tab.

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