Hvordan knytte e-post til flere prosjekter

Do you have more projects running simultaneously with the same company and/or contacts? If so, you may want to link the very same email to all related projects.

You already know how to link an email to a project. Now, if you need to link the same email to another project, follow these steps:

  1. Open a project. You can do it right from the email in Sent Items by clicking the how_emails_multiple_00 button at the bottom.

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  2. Сlick the E-mails tab.

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  3. Right-click on the email and select Open in eWay-CRM.

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  4. The Email card will pop-up. Click on the Projects tab.

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  5. Right-click the space under the tab and select Add relation with an existing project.

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    Or use the button Add relation with an existing item at the top part of the window.

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  6. Find next project in the menu and click OK.

As a result, the email will be linked to several projects.

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