How to save emails as Activities to records from the Mailbox View in AMS+

This article explains how to save emails from the Mailbox View as Activities associated with records in AMS+. To save an email directly to a record 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 Sales 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 Sales Enablement Visible permission.
  • You must have user account Sales permissions to View and Edit Sales Records. 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 to 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.

Turn an email into an Activity and associate it with a record

Go to the Mailbox View.

On the email you want to save, select the Save button, then choose As an activity…

Choose the record to associate the new Activity with.

You can save Activities to Agent Records, Carrier Records, Group Records, Leads (Sales Records), or Individual Records.

Complete the Activity Details.

Select the Save button.