File Email: Difference between revisions
No edit summary |
No edit summary |
||
| Line 12: | Line 12: | ||
---- Compose Mode | ---- | ||
Compose Mode | |||
As of Dec 2025 you can Save emails before sending them. This saves having to switch to the Sent Items folder to save an email you sent (or are sending). | As of Dec 2025 you can Save emails before sending them. This saves having to switch to the Sent Items folder to save an email you sent (or are sending). | ||
| Line 18: | Line 19: | ||
[[File:save and send.png]] | [[File:save and send.png]] | ||
---- Limitations | ---- | ||
Limitations | |||
* Email attachments over 5mb cannot be uploaded (Out of the box but can be configured) | * Email attachments over 5mb cannot be uploaded (Out of the box but can be configured) | ||
Revision as of 12:10, 17 November 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.
Compose Mode
As of Dec 2025 you can Save emails before sending them. This saves having to switch to the Sent Items folder to save an email you sent (or are sending).
Limitations
- Email attachments over 5mb cannot be uploaded (Out of the box but can be configured)
- Email attachments with the following file extentions ONLY will be uploaded (Out of the box but can be configured)
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
