Move Emails About Debtors or Creditors

The Emails tab displays email communications you had with the debtor or creditor you selected on the List tab. You can move emails to another job, task, resource, or pipeline, or to another creditor or debtor.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule under Settings.

To move an email about a selected debtor or creditor:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to move debtor or creditor emails.
3. Take one of the following actions:
   • In the left pane of the Finance & Administration screen, select Debtors > Debtor List.
   • In the left pane of the Finance & Administration screen, select Creditors > Creditor List.
4. On the List tab, select the debtor or creditor connected with the email that you want to move.
5. On the Emails tab , select the email that you want to move and click Move Email on the grid toolbar.
6. In the Move Mail dialog box, specify if you want to move the email to another job, task, resource, or pipeline, or to another creditor or debtor.
7. Use the drop-down list to identify the client, job, or resource type and enter at least two characters in the Search field.
8. Click OK to move the selected email.