Saving Emails to Records
Learn how to bring emails into AMS+ and associate them with records using the Mailbox View, Email Forwarding, and Outlook Email Sync.
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How to find and manage emails in your AutoSync Email mailbox (beta)
This article explains how to preview, find, and manage emails in the AutoSync Email mailbox, and how to manually associate an email with a record when it isn't associated automa...
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How to set up AutoSync Email in AMS+ (beta)
This article explains how to set up AutoSync Email so incoming and outgoing messages with your clients are automatically matched and associated with their Individual Records. Se...
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How to migrate from Outlook Email Sync or Email & Calendar Integration to AutoSync Email
Who this article is for: Agencies currently using Outlook Email Sync or the Legacy Email & Calendar Integration (the mailbox viewer you connect and browse manually). Both are be...
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How to connect your email account to view and save emails in AMS+
This article explains how to connect a work or personal email account to AMS+ to view, organize, and save emails and attachments to records. Connecting a Google or Microsoft acc...
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How to preview and manage emails in the Mailbox View in AMS+
Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to pr...
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How to save emails directly to records from the Mailbox View in AMS+
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 mus...
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How to save emails as Activities to records from the Mailbox View in AMS+
Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to sa...
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How to send emails to AMS+ as Activities using Email Forwarding
This article explains how to use Email Forwarding to send emails from any email provider to AMS+ and convert them into Activities that can be associated with records.Requirement...
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How to use Outlook Email Sync to save emails to AMS+
Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to sy...
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How to manage unassociated Activities and emails in AMS+
Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to vi...
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How to associate and relate email messages with records in AMS+
Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how email...
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How to copy and move emails between records in AMS+
If an email is associated with the wrong record, or if it applies to multiple records, you can either move it to a different record or create a copy for another record. This art...