TM email Show Settings

Date: Jan. 7, 2004    Categories: communication , email

TM email Show on List Settings

We like the settings shown below for several reasons:

Get to this window by clicking: File | Setup | General | User Level | Forms | email | Set Form Options

To get the benefits of these settings, you need to discipline yourself to assign every email to a Contact and or Matter. Develop this habit and you will save time. Of course, the best way to save time is to delete every email you possibly can. But for those you need to save, link them to a Contact or Matter!