Create appointment or task from email
If you receive an email requesting you to take action, you can convert the email into an appointment or task in SuperOffice CRM.
Create appointment
Select the emails you want to archive.
Click the Archive email button on the toolbar, and select Create appointment in SuperOffice.
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
In the Company field, starting typing to search for a company name and then select from the matches that appear.
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.
Optionally, select a project and/or sale that you want to link the appointment to.
Use the Type dropdown menu to select an appointment types.
Click to select a Date and enter a Time of day. Today's date is automatically inserted, but can be changed.
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.
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.
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.
Click OK. The selected emails are archived to SuperOffice CRM as appointments.
Create task
Select the emails you want to archive.
Click the Archive email button on the toolbar, and select Create task in SuperOffice.
Fill in the fields as described above for creating an appointment.
Note
Tasks do not have time property, only date.
Click OK.