How to... Complete the step-by-step instructions for the tasks that you perform as a PIM email management user. Related Topics:Publish Emails to PIM You can publish emails and document attachments from Outlook to PIM to ensure your important emails are stored in a central location and accessible to other users. Search for Published Emails and Documents You use the Information Zone to search for emails and document attachments that have been published to PIM. Organize Emails and Documents in Baskets You can add related emails and documents to baskets to provide quick access in future sessions and to share with colleagues. For example, you might create a basket to store all communications that relate to a particular project. Share Published Emails and Documents You can share emails and documents that have been published to PIM with one or more contacts via email. When you share items, you choose to either attach the items to an email, or you can include download links. Search for Records You can search for organizations, contacts, opportunities, projects, and campaigns in the Activity Zone. Manage Favorite Records You can add entity records to your favourites for quick access in future sessions, including projects, contacts, and opportunities. Your favorite records can be accessed from the Favorites dashpart in the Personal Zone. Parent Topic: PIM Email Management Users HomeDeltek PIM HelpPIM Email Management UsersHow to...
How to... Complete the step-by-step instructions for the tasks that you perform as a PIM email management user. Related Topics:Publish Emails to PIM You can publish emails and document attachments from Outlook to PIM to ensure your important emails are stored in a central location and accessible to other users. Search for Published Emails and Documents You use the Information Zone to search for emails and document attachments that have been published to PIM. Organize Emails and Documents in Baskets You can add related emails and documents to baskets to provide quick access in future sessions and to share with colleagues. For example, you might create a basket to store all communications that relate to a particular project. Share Published Emails and Documents You can share emails and documents that have been published to PIM with one or more contacts via email. When you share items, you choose to either attach the items to an email, or you can include download links. Search for Records You can search for organizations, contacts, opportunities, projects, and campaigns in the Activity Zone. Manage Favorite Records You can add entity records to your favourites for quick access in future sessions, including projects, contacts, and opportunities. Your favorite records can be accessed from the Favorites dashpart in the Personal Zone. Parent Topic: PIM Email Management Users HomeDeltek PIM HelpPIM Email Management UsersHow to...