Relate Email - Help Request

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OMNI
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Joined: Thu Jan 03, 2019 4:41 pm

Relate Email - Help Request

Post by OMNI »

I use Tasks for "Projects" and relate items to the appropriate "Project" - relating email seems to be too time consuming - Is there another method?
Here's what I do:
- Check inbox - several emails that are in reference to different "Projects".
- Open "Project" and click on Related items tab - Select Add New - select mail module to filter out other items - select desired message to hyperlink - click OK - Click OK on "Project" - select mail module - drag and drop linked email to Archive Folder (created to keep inbox uncluttered) - repeat process for remaining emails that need to be linked.

AND

This is only half the battle - what about sent mail that pertains to a "Project"

Hopefully I am missing a procedure or feature that will streamline this process? Looking for suggestions.............
OMNI
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Re: Relate Email - Help Request

Post by admin »

I'd use tags - would be faster and you can create message rules for emails to automatically assign specific tags to the messages that fit the set criteria.

As for the related items - do you see any ways your workflow could be improved by changing something in the app?
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Haldex
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Re: Relate Email - Help Request

Post by Haldex »

What if you used tags? Tags work for both outgoing and incoming emails. Wouldn't that simplify the whole selection process?
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OMNI
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Re: Relate Email - Help Request

Post by OMNI »

I will give the tags a try - all projects are numbered - so it should work
OMNI
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