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+
This article explains how to preview and manage emails in the Mailbox View for email accounts connected to AMS+. When your email account is connected through the Email Integrati...
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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+
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 arti...
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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+
This article explains how to sync Outlook emails from the desktop app version of Microsoft Outlook to AMS+ as Activities, emails, or both.Requirements You must have the desktop ...
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How to manage unassociated Activities and emails in AMS+
This article explains how to view and associate Activities and emails that were not automatically matched and associated with records in AMS+ through Email Forwarding or Outlook...
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How to associate and relate email messages with records in AMS+
This article explains how emails in AMS+ are associated with records and how they can be related to Policy Records when applicable, regardless of how the email enters the system...
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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...