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36.5 Drag and Drop Emails, Folders or Files |
  
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36.5 Drag and Drop Emails, Folders or Files |
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36.5.1 Drag and Drop Folders or Files into the Register
Drag folders or files from Windows Explorer and drop them into the current Register item opened. They will be added to the list of attached files. If no Register item is open, Latitude creates a new Register item using a default Register type. You need to select a Client or Job or open the Register through the Client or Job screen.
36.5.2 Drag & Drop emails into the Register
Drag important emails from Outlook and drop them into the Client or Job Register and have them automatically saved into your Job Folders. Drag and drop either in the Register Item list or the Register Memo field.
To use the Drag & Drop feature:
Setup/Define the Client or Job Folder
In the Business Contacts or Job/Contact, enter the path in the Folder field. This folder tells Latitude where to save the email.
Open the Register Screen
Open Outlook
From the Outlook screen, select the message(s) from the message list
Drag the selected messages and drop it into the Latitude Register item List (the list box in the left side) or in the Register Details if you have already opened a blank/new register item
Latitude creates an email register item for each email, saved & linked as *.msg file attachment and stored in the designated folder. If there is no folder set, it will be saved into the job or client folder
Drag & Drop options
Store the email text in the Register Body
Go to Menu -> Administration -> Setup -> Options2 tab -> Register -> tick Save Email Body
Automatically detach attachments from the email
Go to Menu -> Administration -> Setup -> Options2 tab -> Register -> tick Detach email attachments automatically
Save the emails to a default folder
Go to Menu -> Administration -> Setup -> Options2 tab -> Register -> select an "Outlook Email - Register Type to use"
Go to Lookup Tables -> Register Type -> select the "Outlook Email Register Type Default" -> set the Default Folder
Note, the default folder supports absolute and relative paths. If using the relative path, the job or client folder is the parent folder.