• Languages
    • Dansk
    • Deutsch
    • Dutch
    • English
    • Norsk
    • Svenska
  • Share
    • Twitter
    • LinkedIn
    • Facebook
    • Email
  • Feedback
  • Edit
Show / Hide Table of Contents

Create meeting or to-do from email

Some tooltip text!
• 3 minutes to read
 • 3 minutes to read

If you receive an email requesting you to take action, you can convert the email into a follow-up in SuperOffice CRM.

Use Mail link in Outlook to convert an email into a meeting or to-do in SuperOffice CRM -app-screen Mail link: create meeting in SuperOffice CRM -app-screen Mail link: create task in SuperOffice CRM -app-screen

Create meeting

  1. Select the emails you want to archive.

  2. Click the Archive email button on the toolbar, and select Create appointment in SuperOffice.

  3. If the sender of the email is not listed in SuperOffice CRM, a warning will appear at the top of the dialog: "This sender's email address is not recognized. Click here to update SuperOffice with this email address". How to handle unlisted senders

  4. In the Company field, starting typing to search for a company name and then select from the matches that appear.

  5. In the Contact field, select one of the contacts belonging to the company you selected in step 4. You can also start typing to search for the contact name.

  6. Optionally, select a project and/or sale that you want to link the follow-up to.

  7. Use the Type dropdown menu to select a follow-up type.

  8. Click to select a Date and enter a Time of day. Today's date is automatically inserted, but can be changed.

  9. In the Visible for field, click the arrow next to the field. From the list, choose if the activity should be visible to all users, private (visible only to the user defined as owner), or visible to all users in the user group that the owner belongs to.

    Note

    The Visible for field is available only if this right is assigned to you in Settings and maintenance.

  10. In the Description field, the subject and message body is automatically inserted. However, you may enter any text that you would like to be shown in SuperOffice CRM.

  11. Outlook only: Check the Remove from inbox box if you would like to remove the email from the inbox and move it to the Deleted items folder in the mail client after it was archived successfully in SuperOffice CRM.

  12. Click OK. The selected emails are archived to SuperOffice CRM as meetings.

Create task (to-do)

  1. Select the emails you want to archive.

  2. Click the Archive email button on the toolbar, and select Create task in SuperOffice.

  3. Fill in the fields as described above for creating a meeting.

    Note

    To-dos do not have time property, only date.

  4. Click OK.

What would you like to do now?

  • Archive emails on companies/contacts
  • Archive attachments
  • Archive emails as requests
© SuperOffice. All rights reserved.
SuperOffice |  Community |  Release Notes |  Privacy |  Site feedback |  Search Docs |  About Docs |  Contribute |  Back to top