Question 1: How do I log emails when I am sending an email?
The Inbox add-in does not support logging while you are composing a new email. You must send the email first, then navigate to your Sent Items folder to log it.
Question 2: My email attachments and images are not loading on the call report form.
When you log an email, inline images and attachments are automatically saved as call report attachments, rather than appearing in the notes field. These files are viewable when you click Edit Call Report in the Inbox add-in or access the record via other Tier1 platforms.
Note that there is a beta feature where inline images can be saved directly into the call report body. However, not all inline images will save correctly due to format differences. Please contact your administrator or Tier1 Support to enable it.
Question 3: The account is prepopulated incorrectly, how is this set?
The account field is automatically populated based on the account associated with the majority of the client recipients. For example, if an email has 3 recipients, two from Fidelity and one from Blackrock, the system will set the account to Fidelity.