Overview | Contents
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.