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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.