Can I File Emails to Multiple Contacts?


File emails to multiple contacts (or several records of any kind) by clicking the black arrow next to the first contact on the ZynBit task pane.  Use the appropriate green ACTIONS bar or A icon to file the email for this person.  Outlook users can also file the email with the Quickfile icon (the Orange Lightning Bolt).

To file an email to another record, simply navigate to that record and use the ACTIONS bar or Quickfile icon to file the email again in the second location.