Email General Tab

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NOTE: Always check the first two options in order to auto-archive emails against recipients and their employers.

 

The following four options can be selected in the General Tab:

Automatically Archive Outbound Email in Deskflow.

Add Current Company to Activity History.

Go To Outlook Directly if 1 Record is selected.

Default save attachment as: Document or Resume.

a.Set default attachment as Document if you are not a Recruiter.

b.Set default attachment as Resume/CV if you are a Recruiter.

 

Example: Setup Email Options

EmailEditOptionsGeneralB