Email filing attaches relevant mail to a CRM person so colleagues can read the subject, body and attachments on the person timeline. It is a read-only archive. It does not open Message Centre conversations and it does not send replies from QrX.

Open a person. In the dossier, the Email filing address card shows a unique address ending in @crm.qr-x.me. Use Copy filing address and forward or BCC mail to it. Every accepted message is filed on that person. Users with CRM edit permission can use Generate a new address; the old address then stops working.

Open Settings > CRM > Email filing. The Shared filing address is one address for your organisation. Forward mail there. QrX reads the sender of the forwarded message (from the attached original when there is one, otherwise from the forward header your mail program adds) and matches it exactly to a person email. One match files the mail on that person. No match, or more than one, sends it to Needs filing. If the most recent message was written by one of your own users, QrX looks further down the thread and files the mail on the first sender who is a CRM person. You can also put the shared address in BCC on a mail you send yourself: QrX then files it on the CRM person in To or Cc, when exactly one person matches.

Needs filing is on the same Email filing tab, directly under the shared filing address. There is no separate screen. The table lists the forwards that could not be matched: received time, subject and the sender QrX read. New mail appears by itself. Click the subject to read the message. With CRM edit permission, use Assign to person to search for a person and file the mail there, or Discard to remove it permanently. CRM users without the Manage CRM settings permission see only this tab. In the assign dialog, leave the option to add the sender address to the person switched on: later mail from that address then files itself.

Under the shared filing address, choose people in Notify about new mail in Needs filing. Each chosen person gets a notification in the bell when a forward could not be matched to a person. Selecting the notification opens Needs filing. When the mail is assigned or discarded, the unread notification disappears. Choose nobody to switch the notifications off.

QrX files a forward on the sender of the forwarded message, not on you as the forwarder. When a colleague wrote the most recent message, QrX takes the first sender further down the thread who is a CRM person. The mail waits in Needs filing when the sender is an address no CRM person has, or when a mail you sent with the shared address in BCC goes to more than one CRM person. Assign it by hand there. To always file on one specific person, forward to that person's own filing address.

Filed mail appears on the person activity timeline as Filed email. Open a row to see From, To, Cc, the cleaned body and the scanned attachments. Accepted attachments can be downloaded while signed in. There is no reply action.

Open a filed email to read its formatted text, tables, lists and links in the side panel. Expand Delivery details for From, To, Cc and date. Remote images stay hidden until you choose Show remote images. Newly accepted mail appears automatically on the open person timeline; your note draft stays in place.