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Predefine Active Deal or Project When Sending New Email

Predefine Active Deal or Project When Sending New Email option gives you the opportunity to define whether the Superior Item of the saved sent email will be predefined with the superior item related to the email address unless the email address is related to more than one superior item (deal, or project). For more information, go to Automatic Email Saving.

Double-clicking Predefine Active Deal or Project When Sending New Email in the list will bring up the items Global Setting card.

Field on the Global Setting Detail

If the check box is marked, the Superior Item is prefilled during the sending an email, if there is only one project, or one deal related to the email address of the receiver. You will see these deals and projects whose Contact Person or Customer have filled email address same as in email. You will also see deal that have filled same email address in their detail.

If the check box is not marked, the Superior item field won't be prefilled.

Clicking OK in the lower part of the Global Setting card saves changes and closes the card. If you wish to close the Global Setting card without saving any changes, click Cancel.