Edit Business Mail Information

Explanation

This activity is used to edit business mail information.

Prerequisites

 The business mail record must have been created via the Mail Add-In dialog box.

System Effects

N/A

Window

Business Mail

Related Window Descriptions

Business Mail
Business Mail/References
Business Mail References

Procedure

  1. Open the Business Mail window and search for the record to edit.
  2. Click the References tab.
  3. Select a reference record where the Reference Type display as Not referenced.
  4. Change the reference type as Business Activity and select a reference ID from the List of values.
  5. Optionally, you can select a reference record, right-click and select Create Business Activity/Create Business Opportunity.
  6. Optionally, change the Reference Type and select another Reference ID.
  7. Save your changes.