Attaching Emails to a Customer Record

Kinetic ERP
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Hello, just wanted to see if anybody knows of a good solution for attaching emails to Customer records?

We are using ECM/Docstar as a file repository, and I have a SharePoint Document Type setup for links.

Just curious if anybody has found any good ways to handle this as our sales guys want to attach their conversations to customer records for easy recall-ability like they were able to do in the past with Salesforce. Cheers!

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Why can’t you upload an email to ECM?

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I thought you could save the email, then drop it into the attachments section. Maybe I am mis-remembering that process.

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That’s what I was wondering… cause that’s what we do right now and it works fine so I can’t tell if OP is doing that, but looking for a more streamlined way or not doing that at all?

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Check out CRM Call Entry. You can create a “call” to record conversations with your customer/supplier. You can add attachments to this record and also associate with a quote/sales order/invoice/project/case/RMA

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The sales guys are using cellphones mainly and are heavily in the office 365 realm. With that being said, I’m trying to come up with a solution where they can easily attach and view without a ton of steps if at all possible. I really like how you can forward an email to a Microsoft Teams channel and it gets attached, just trying to see what others do in this scenario. I appreciate it.

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That’s how our users attach emails to records in Epicor and we’re also on ECM.

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Jason, an ECM client can monitor a mailbox so if the sales guys forwarded an email with the attached conversation on it and they specified the CUSTID in the subject or something I could see how you could build a workflow for it and get it attached to the customer.

The hard part about this is that they probably have no clue what the CustID is

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Since you’re sending things to Teams, I wonder if there is a way to use Collaborate? :thinking:

@josecgomez?

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That works with Teams?

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Add on, IIRC

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If I am remembering correctly, you can have msgraph do a webhook.

I think you could forward to a special mailbox and have some actions from there.

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Like an Azure function that comms with Epicor and does the attachment is what I’m getting at.

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Right that’s where I was thinking too.

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Now (if I had any spare time) I want to set this up myself lol.

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Could always use the VendorName and use a datalink to look up the SysRowID. I’ve used the ECM Office Integration to route documents directly to a content type; however, this is more technical than the average user.

If you have an OrderNum already entered, you could use this as a way to attach emails based on the OrderNum.

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Never even heard of that.

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The other problem I see with attaching a downloaded .EML file to a record is that there’s no easy way to view the file without downloading each individual attachment.

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Very true, but that’s not really an ECM problem. I feel like maybe there’s some native way to do it in outlook like “tags” or something., but then nobody else could view it if it’s located in someone’s personal mailbox.

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Microsoft Office Integration

Article last updated: June 4, 2025 at 11:04 PM

Office Integration is a licensed feature which enables you to import documents directly from Microsoft® Office applications into Epicor ECM (DocStar).

With this feature installed, you can access the Epicor ECM (DocStar) menu from the ribbon in Microsoft® Office applications.

In Microsoft® Outlook, you have the additional option to import email attachments.

This feature also requires installation of the Epicor ECM (DocStar) Client Service.

Enabling Office Integration

Installing and Using Office Integration

To use the Office Integration feature, you need to download the software to your workstation.

  1. In the Client Service, navigate to the Modules tab.
  2. Select Office Integration.The Client Service installs the tool.After installation, we recommend you restart your workstation.
  3. In the Client Service, navigate to the Configure Service tab.
  4. Sign in an ECM (DocStar) user with the appropriate access rights.
  5. Select the Office check box. This is required in order for the system to render images of the Microsoft Office documents.
  6. Select Save.
  7. In the relevant Microsoft® Office application, open the document you want to upload.
  8. From the ribbon, navigate to the Epicor ECM (DocStar) menu item.
  9. Select Save to Epicor ECM (DocStar).The Send to Epicor ECM (DocStar) window displays.Much like in the normal Import and Scan processes, you can change the Content Type, Inbox, Security Class, and Workflow, and enter custom details for each item in the grid.The defaults in the Content Type you select determine the Inbox, Security Class, and Workflow values.The Send To tool remembers the last-used settings.
  10. Select the View Documents check box to auto view the content you import.
  11. Select Upload.Once each item is uploaded, a green bar displays beside it in the grid.

Microsoft® Outlook Additional Options

Office Integration offers additional options for handling emails and attachments in Microsoft® Outlook:

  1. In Microsoft® Outlook, open an email that you want to import, or that contains attachments you want to import.
  2. Navigate to the Epicor ECM menu, and select Epicor ECM Settings.
  3. There are two settings you can enable or disable:
  • Create new documents in Epicor ECM for each attachment - If selected, each attachment is uploaded as a document to Epicor ECM (DocStar).
  • Exclude original email - If selected, the email itself is not uploaded as a document to Epicor ECM (DocsStar).

If you clear both check boxes, the system only uploads the email message itself.

  1. Select Save to Epicor ECM.The Send to Epicor ECM window displays.
  2. If necessary, you can delete items from the grid. For example, if the email contains logo images, they are also included for upload. Just select the item you want to remove, and press Delete.
  3. Select Upload.

Check In (Versions)

The Check In feature for versioning is available in each supported Office application (except Outlook). When you check out a document version in ECM (DocStar) and open it in the Office application, you can then make changes in the Office document, and check it in directly from the Office application. This option is only available when a single-content-item document, workbook, or presentation has been checked out and downloaded from ECM (DocStar).

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