Question

Business Mail checked in from CRM Panel making duplicate documents in IFS Document Management

M
Rank
Userlevel 3
Badge +6

We have had a demo of CRM Outlook Panel.

We have seen that when we save an email with attachments using the function “SAVE TO CRM”, the business mail is created, and attachments are checked in as separate documents in IFS in addition to the email itself.

This limitation in functionality will create a lot of duplicate documents in IFS Document Management when document from IFS is sent as attachment in email and checked in as business mail.

Are there any parameters or functionality which can be set to be able to check in email as business mail included attachments?

Functionality should support following scenarios:

  • email included attachments as one document (user can open attachment when viewing email)
  • only attachments
  • email and attachment as separate documents

Grateful for any ideas or experience with CRM Panel and IFS Document Management

Marianne

2 replies

E
Rank
Userlevel 1
Badge +5

Hello, this may be some bug as it should not be creating duplicated documents when saving from the CRM Panel, have you opened a case for this?

M
Rank
Userlevel 3
Badge +6

Hi, we have not reported this as an error but I will do that.

Is it possible to check in email from CRM Panel as msg file and not as separate PDF files for both mail body and attachment? I guess then the issue with duplicate documents for attachments would have been solved.

How do IFS CRM Panel check in emails if there are a email thread after the first email was checked in?

Marianne

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