Creating Activities from emails

When you select Create Activity, Create An Activity For opens in the right pane. You can connect the Activity to an organization and contact. You can only select organizations that you have access to along with their related active contacts.

To create an activity:

  1. From the Post To ClientSpace page, in Links, select Create Activity.
    The Create An Activity For form opens in the right pane with three fields: Organization, Primary Contact, and Additional Contacts.

  1. Complete the fields:

Organization

To select an organization, do one of the following:

  1. Use the default selection:

    • If the From address matches a contact in the system, the From address automatically sets to the contact's organization.

    • If the From address is the same as the ClientSpace email address, the first To address determines the organization.

  2. If there is no organization, you can select one from the list.

  3. To add an organization, select Add new item.
    The Organization Detail form opens.

  4. When done, click Save.

The new organization is now available in the Organization list.

Primary Contact

To select Primary Contact, do one of the following:

  1. Use the default selection:

    • If the From address of the email matches a contact in the system, Primary Contact automatically sets to the matching contact.

    • If the From address is the same as the ClientSpace email address, the first To address determines the Primary Contact.

  2. If there is no Primary Contact, you can select a contact from the list.

  3. To add a contact, select Add Contact.
    The Add Contact form opens.

  4. When done, click Save.

The new contact is now available in the list of primary contacts and additional contacts.

Additional Contacts

To add additional contacts:

  1. Select names from the list. You can add multiple contacts.

  2. To add a contact, select Add Contact.
    The Add Contact form opens.

  3. When done, click Save.

The new contact is now available in the list of additional contacts and primary contact.
  1. To remove users, click (Remove).
  2. When ready, click Create Activity.
    In the right pane, the message "Activity created successfully!" appears.
  3. From here, you can click Open Activity to view the record with the newly attached email.
    The Activity Details form opens, with text from the email message auto-filled.

To see the contacts you added:

  1. In the Action Center, expand Contacts.

  2. When ready, click Cancel.
    You are returned to the Post To ClientSpace page.
  3. Click Close.

The Select Workspace form closes. The system uses the email sent date to populate the Date Sent of the email activity, so the user is not prompted on save when sending the email.