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How to Link Emails to Projects

Learn How to Link Emails Related to Projects Automatically or Manually.

You can find all emails linked to a specific project under the Emails tab.

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

Add New Email

 

Option 2. Linking Sent Emails to Projects

Open on an email in your Microsoft Outlook and choose a superior item at the bottom.

Select Superior Item

Option 3. Tracking Outgoing Emails

Go to eWay-CRM Settings > E-mails and check Track Emails From People Listed in the Contacts Module.

eWay-CRM Settings

Track Emails

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 Open Item Detail to open the project in a separate window, you can click on Select Different Superior Item to find another project, or you can click on Remove Superior Item to clear the field.

Select Superior Item

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.

Drag and Drop Email

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.