Automatically predefine an active deal/project when sending a new email (supports saving emails via Microsoft Outlook, not via Microsoft 365) | Document |
Enable Active Deals and Projects Filter on Superior Item | Document |
Email tracking feature will only use addresses listed in [To] (will ignore [CC]) | Document |
Force email tracking for the following groups (supports saving emails via Microsoft Outlook, not via Microsoft 365) | Document |
Notify User About Email on Project or Deal or Company or Contact When Relation Between Email and User Is Created | Document |
Don't save emails sent/received from the following domains (supports saving emails via Microsoft 365, not via Microsoft Outlook) | Link |
Always save emails sent/received from the following domains (supports saving emails via Microsoft 365, not via Microsoft Outlook) | Link |