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Customer Forum

How to organize email in 'my email'

External Posted: 2011-10-20 02:55

Hi,

Currently, when I send an email to my dropbox, it gets listed under 'my email'.

Is it possible to organize these in directories?

If not it will become an endless list of emails in 'my email'.

Workbooks Support Posted: Thu, 20.10.2011 - 08:01

Hello,

You're correct in saying the My Emails and All Emails views can list lots of emails, but this not the best place to view emails.  It is very useful for finding emails as you can use Filters and Saved Views, but if you want to view emails for a particular Person, Organisation, Opportunity, Case etc. then open the relevant record and look at the Summary or Emails tabs.

Additionally, the Summary and Email tabs on an Organisation record show any Emails sent to or from Employees of that Organisation.  Therefore, if a company has many employees their email can be viewed centrally on their employer's Organisation record.

 

More info here: