File Email: Difference between revisions
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to | Clicking the File Email button above the context | ||
[[File:Creatio save email button.png|300px|]] | |||
will open the dialog to Save the email to Creatio | |||
[[File:Creatio save email2.png|500px|]] | |||
* Where are emails filed? | |||
When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. | |||
---- Limitations ---- | |||
* Email attachments over 5mb cannot be uploaded | |||
* Email attachments with the following file extentions ONLY will be uploaded | |||
doc,docx,rtf,odt,pages,pdf,xls,xlsx,xlsm,xlsb,csv,ods,ppt,pptx,ppsx,txt,log,json,md,config,zip,rar,7z,gz,pjp,pjpeg,jfif,webp,tif,bmp,png,jpeg,jpg,gif,ico,xbm,dib,emz,jfif,heic,ai,eps,jpe,cod,ief,ras,cmx,pnm,pbm,pgm,ppm,rgb,xpm,xwd,mp3,wav,mp4,mov,wmv,bpmn,frx,msg,vcf,ics,p7s,p7m,wmz,mso,dwg,mpp,step,vsd,vsdx,psd,gbt,prn,stp,rdp,dtf | |||
Latest revision as of 16:22, 3 February 2025
Clicking the File Email button above the context
will open the dialog to Save the email to Creatio
- Where are emails filed?
When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact.
Limitations ----
- Email attachments over 5mb cannot be uploaded
- Email attachments with the following file extentions ONLY will be uploaded
doc,docx,rtf,odt,pages,pdf,xls,xlsx,xlsm,xlsb,csv,ods,ppt,pptx,ppsx,txt,log,json,md,config,zip,rar,7z,gz,pjp,pjpeg,jfif,webp,tif,bmp,png,jpeg,jpg,gif,ico,xbm,dib,emz,jfif,heic,ai,eps,jpe,cod,ief,ras,cmx,pnm,pbm,pgm,ppm,rgb,xpm,xwd,mp3,wav,mp4,mov,wmv,bpmn,frx,msg,vcf,ics,p7s,p7m,wmz,mso,dwg,mpp,step,vsd,vsdx,psd,gbt,prn,stp,rdp,dtf
