rwk123
Level 2

Email doesn't save in customer file . . .

I am using a microsoft exchange email server with Outlook.  When I send click on the customer email address and send an email from QB, outlook comes up, sends the email just fine.  It is then saved in my Outlook "sent" folder properly.  However, the email is not saved in the "sent email" location in the customer file.  What am I missing?