In the Customer Relationship Management (CRM) module, you can keep track of the XTRF-related communication with clients and vendors and check the attached mailboxes.

In this tab, you can plan, create and manage CRM-related activities such as e-mails, calls, events, etc. By default, you will see the My Tasks for the Coming Week view. However, you can select another view or create a new one by clicking on the View drop-down list.

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• To send an e-mail, click the New E-mail or New E-mail form Template button. For details, see the Send a CRM e-mail guide.

• To add a CRM activity, click the New Memo, Log a Call, Plan Task, or Plan Event button. For details, see the Add a CRM activity guide.

• To open an activity, click on its line in the list. To open it in edit mode, click the icon in the last column.

• Click the Import or Export buttons to add new activities from other sources or export the existing ones. To learn more about those actions, see the Data import and export article.

•  If you select a checkbox in the left column, the Delete button will appear on top of the list. Click it to erase the selected activity.

This tab can be used as an e-mail client for the mailboxes synchronized with the XTRF Home Portal.

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Here you can:

• Navigate through your mailboxes and subfolders in the structure column on the left.

• Search through e-mails using the filters.

• Create new e-mails by clicking the Add button on top of the e-mails list.

• Check the e-mail content in the Selected message section at the bottom of the page.

• Check and edit the e-mail associations.

Associations with clients are created automatically based on addresses from the e-mails. To change them or add new ones, click the icon in the Edit column. An Associations pop-up window appears, where you can switch between Projects, Tasks, Jobs, Quotes, Clients, and Client invoices and add them by clicking on the selected entity.

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