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Procedure documentationSaving Multiple E-Mails as Activities Locate this document in the navigation structure

 

You can save multiple emails as activities in SAP Business One using the Quick Save E-mail as Activity feature. This function does not work for the Save E-mail as Activity feature.

Prerequisites

You have activated the SAP Business One toolbar for Microsoft Outlook Integration (in Microsoft Outlook, choose   View   Toolbars   SAP Business One   ) .

Procedure

  1. In the e-mail overview in Microsoft Outlook, select all emails that you want to save as activities.

  2. In the SAP Business One tool bar, choose the Quick Save E-Mail as Activity (Quick Save E-Mail as Activity).

Result

The system saves the emails as activities in SAP Business One with the associated business partners or contact persons:

  • If you received an E-mail, the system uses the sender’s E-mail address to locate the corresponding business partner or contact person in SAP Business One.

  • If you sent the E-mail, the system uses the first recipient’s E-mail address to locate the corresponding business partner or contact person in SAP Business One.

The system uses your default settings regarding follow-ups and attachments.

A system message informs you which emails were saved successfully as activities. The message displays the following information:

  • Number: This corresponds to the number of the activity saved in SAP Business One.

  • E-mail address

  • Subject line of the E-mail

If the system was unable to save any of the emails, a corresponding system message is displayed.

To view the activities associated with the emails, open an E-mail and choose   SAP Business One   Associated Activity  .