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Create Task / File Message

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Create Task / File Message

Postby maylow » Thu Dec 25, 2008 9:57 am

I am trying this system and have a question.

Frequently, I receive emails that I want to Create Task and then File Message. It seems like it's a 2-stop process. If I file the message first, I have to locate it in the new folder and then create the task.

If I create the task first, I then need to File the message (this way works a bit better).

Is there anyway to combine both steps into one?

Thanks,

Mark
maylow
 
Posts: 4
Joined: Thu Dec 25, 2008 9:24 am

Re: Create Task / File Message

Postby brad » Thu Dec 25, 2008 11:08 am

Set the value of Original Message on the Task toolbar to File to Topic. This will automatically file the message you are creating the Topic from. Details in our User Guide.
Brad Meador
brad
 
Posts: 2161
Joined: Wed Jun 16, 2004 5:35 pm


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