Attaching Incoming Emails to an Entity:
You can attach any incoming Emails to any Entity
(Companies, Contacts, Requirements, Consultants). To attach an Email to a Contact:
- Select the EMail, and then click Link Mail To Button (cBizbar)
and then select Link Mail To Contact.
- A window opens up, search and select the
desired Contact and click OK.
You can view the attached Email in History X-Tabs of Contacts.
To see the contents of the attached Email, right click on
the item in X-Tabs and click Open.
Note: You can even delete the email from outlook
after linking the Email to the company/Contact/Consultant/Requirement. It will still
show
the body contents of the email in an HTML page.