Save Emails to Projects (video included)
Learn How to Link Emails Related to Projects Automatically or Manually.
For those who prefer written guide
You can find all emails linked to a specific project under the Emails tab.
There are several ways to link incoming and outgoing emails to projects depending on your preferences.
Option 1. Sending Emails From the Project Card
Open a project, click Add New and select Email
Option 2. Linking Sent Emails to Projects
Open on an email in your Microsoft Outlook and choose a superior item at the bottom.
Option 3. Tracking Outgoing Emails
Go to eWay-CRM Settings > E-mails and check Track Emails From People Listed in the Contacts Module.
Now, when you click Send in your mailbox, eWay-CRM will look for the project in the database. If there is such a project, it will appear in the Superior Item field.
If there are more than one Superior item (deals and projects) where this person is specified as a Contact Person, the field will stay without a superior item relation so that you could select the right one manually.
You can click on to open the project in a separate window, you can click on to find another project, or you can click on to clear the field.
Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.
Option 4. Drag and Drop
You can drag and drop emails from your mailbox on the Project Card under the tab Emails.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
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