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How do I get an activity to be automatically created when I email through the system?

10-21-2021
Tags: activities, email utility, user preferences, user tools

The OnSite system has a feature that will automatically create an activity in the system when a user emails through it.  To turn on this feature, open the "User Preferences" tool then click on the "Email" tab. the user must chose option 2 or 3 for email preferences.  Refer to the video & screenshot below.

How to Get an Activity to be Automatically Created