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 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...