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Form Manager

Email Tab

The email tab can be added to any layout.  The email tab will keep track of any emails sent to the record you are viewing.  You must have an email field from the module of the layout that you add the tab to to view associated emails.  For example, if you have a contact email field the emails will not show up on the account notes tab.  They would show up on the contact email tab.

To add the email tab:

1. Open the from manager for the module you would like to add the tab to.

2. Select the layout you would like to add the email tab to.

3. Tabs are located on the left side of the form manager under the section labeled "Additional Tabs".  The email tab is under the heading "System Tabs".  Click and drag the email tab to one of the open tab spaces above or below the form.

4. Click "Save Form Layout" when finished.

5. When you open a record from that module you will new see the email tab.  You can click on this tab and it will bring up all previous emails that were sent to this record.   This tab will also contain the emails that were connected from Outlook using the outlook plug-in. 

See also