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The most important reason for filing emails systematically, instead of just letting them sit in the inbox: other users will only able to access the emails and any information they contain if they are saved against a suitable event or account. In addition, email retrieval is slowed down considerably if your inbox is too full. File your emails individually or in bulk and thus remove them from the email inbox for an overall better user experience.
Filed emails disappear from the email inbox entirely and are saved exclusively under the linked record (account, event etc.). Retrieve them through the record's  Info Centre under Mail.

  1. Select one or more emails in the email inbox by left-clicking (and holding down the Ctrl key for multiple selection).
  2. Use the toolbar above the list or right-click and select Mail ablegen File under.
    1. By default, select Mail ablegen File under and assign the email to an account, an event or another record. If the sender account is already known, the matching record is offered for selection automatically.
    2. If the sender address is unknown, the option to create a neu New  AdresseAccount on-the-fly will be offered. The sender name and email address are automatically copied into that new account. Copy additional address data (telephone, city) from the email to the clipboard beforehand and paste it into a larger text field in order to then insert it into the correct fields. The account input window will cover up the original email window, which will only reappear once the new account has been saved and closed.
    3. Select Mail ablegen vertraulich Confidential filing only if you do not want other users to see the email.
    4. Select the open Sundries tab only for short-term storing of emails. Emails stored locally on your "Sundries" tab are not visible to other users.