To try and keep information together, in my contacts folder I have set up "false" contacts for ongoing projects.
Using related links I can link notes, appointments and tasks to my projects but it seems I'm unable to link emails to this false contact.
My aim was to was to be able to select a project and navigate to all items relating to that project (tasks, notes, emails and so on) via the related links section.
If I've missed it please let me know, otherwise could this be added in a future update
Thanks
Paul
Link email to "other contacts"
Moderators: TerryRogers, Max
Link email to "other contacts"
Paul
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EssentialPim-Pro, Windows10 64bit
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Re: Link email to "other contacts"
Emails will be linked automatically if there's the email address for the fake contact you'd like it to be associated with.
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Re: Link email to "other contacts"
I agree with paulg, it would be great to be able to manually link an email to a contact that is NOT in the email.
The reasons are that:
1) Often an email comes in that refers to someone else, or needs to be filed under another contact
2) It would enhance project management, since projects could then be contacts.
Thanks, /CL
The reasons are that:
1) Often an email comes in that refers to someone else, or needs to be filed under another contact
2) It would enhance project management, since projects could then be contacts.
Thanks, /CL
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Re: Link email to "other contacts"
This is already possible. Click on related items, then Add New.. choose Mail and select the email message(s) you'd like to be linked to the particular contact.
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Re: Link email to "other contacts"
I think I was a bit unclear. It would be great if we could do that from the Email section. Going to a contacts, finding the right contact, and linking it to a specific email is time consuming, especially with all the email that comes in these days.
Could you for instance just add the "Related Items" pane to Email?
Could you for instance just add the "Related Items" pane to Email?
Re: Link email to "other contacts"
Hi,
What Conland is asking for is what I was asking for in my first post,
@admin: what you're suggesting is a very long winded and complicated way of doing it and not really practical in the real world
What Conland is asking for is what I was asking for in my first post,
@admin: what you're suggesting is a very long winded and complicated way of doing it and not really practical in the real world
Paul
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http://www.ipgphotography.com
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EssentialPim-Pro, Windows10 64bit
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http://www.ipgphotography.com
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EssentialPim-Pro, Windows10 64bit
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Re: Link email to "other contacts"
Clear now, thanks. Will see what can be done here.
Android version of EssentialPIM. Keep all your data in sync!