This article explains how to save emails from the Mailbox View directly to records in AMS+. To save an email as an Activity instead, see the related article.
Requirements
- You must have a work or personal email account (for example, Google/Gmail, Outlook, Yahoo, iCloud, or IMAP) connected to AMS+. Learn more.
- For Agent Records:
- You must be logged into AMS+ as an Agency User.
- You must also be assigned to a Security Group with the Agent Visible and Edit permissions.
- In addition, you may need access to Agent Records assigned to your Accessible Agent.
- For Carrier Records:
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Carrier Visible and Edit permissions.
- For Group Records:
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Group Visible and Edit permissions.
- If you’re an Agent CRM User, you need access to Group Records assigned to your Accessible Agent, and optionally unassigned records.
- For Individual Records:
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Individual Visible and Edit permissions.
- If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
Save an email message directly to a record
- Go to the Mailbox View.
- On the email you to save, select the Save button, then choose As an email…
- Choose the record you want to associate the email with.
You can save emails directly to Agent Records, Carrier Records, Group Records, or Individual Records.
- Select the Save button.
Saved emails can be viewed on the record under Emails > Incoming.