Create task

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This feature allows you to quickly add a task in SuperOffice CRM based on the sender and the text content in the email message.

  1. Go to the inbox.
  2. Select the required message in the inbox.
  3. Click Archive icon.
  4. Click Create task. The Follow-up dialog opens.
  5. Enter the required information in the fields.

Does the Add contact to SuperOffice dialog open?

This can mean one of the following:

  • The sender's email address is not registered in SuperOffice CRM. You can add the sender to SuperOffice CRM.
  • The sender's email address is registered on more than one contact or company in SuperOffice CRM. Select the correct contact under This contact could be.

If you do not want to register this email address in SuperOffice CRM, click Do not add contact to SuperOffice to go to the Document dialog.