Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

When I click the “Save email” button and pick an account from the list, nothing seems to happen. How is it supposed to work?

account button Click list pick
0
10

When you click Save Mail, the system does the following: • attaches the currently selected email to the selected CRM object • email gets the red follow-up flag in Inbox; • creates a task (which you can see in the Tasks folder immediately) where: • the subject of the task is the email’s subject with the prefix • the body of the task is the email’s body • the task is associated with the selected CRM object • the status of the task is synchronizes the task with Salesforce.com during the next sync, so, in this way, the email gets attached to the Salesforce.com object Top

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123