Create a Job, Purchase Order or Quote from Email

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From an email list, right click on an email and select Create > Job, Purchase Order, Expense Order or Quote. By doing this, a job, purchase order or quote will be presented in Add mode, and the email will drop into the Comment grid on the object.

 

createfromemail

 

When the object is saved, it will be updated on the email (in the field below the preview pane) to show it is attached to the newly added job, order or quote.

 

tagtopo

 

In email, you can drag attached documents/images directly onto the Comment section of the object you have open and it will be added to the Documents tab. You can then view the document in the preview pane. This is handy in instances where you have received an invoice from a vendor and would like to validate it against the actual purchase order.

 

If the object is cancelled, everything will go back to how it was prior to adding it, and the email will not be tagged to the cancelled object.

 

Further information

Email Overview

Before You begin

Email Security: Overview

CardFiles and Emails

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Preview Pane

Email Rules: Introduction

Email Tags

Add Email Folders and Tags

Email Templates

Email Tokens

Attach Documents to Email

Compose and Send Emails

Create a Link Within an Email

Drag and Drop Email to Job

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email in Bulk from a List

Email to Multiple Contacts

Failed Emails

Find Missing Emails in Jim2

How Email 'From' Works

Link an Email to Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS via Email