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.
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