Link an Email to Job, Purchase Order, Quote, etc.

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When an email arrives in the System Inbox, it can be linked to a (or multiple) job, purchase order, quote, RFC, RTV, stocktake, invoice, stock transfer or stock adjustment.

 

Where the email is a reply from a sender, it may link automatically, based on the token the original email carried when it was sent. The token is an entry in the subject line of an email that holds information such as the database name, the object type (job, purchase, etc.) or the document number of the object.

 

When Jim2 receives a reply email that carries the token, it links the email reply to the object. Unread emails attached to objects cause those objects to appear in bold type within a list, making it easy to see which objects have emails linked that have not been read. Setting up Job Lists with filters to specify show jobs with unread email allows the user to concentrate on those jobs where information has been added automatically.

 

When a new email arrives, it can be linked to a Jim2 object, either via an email rule or manually. Below are examples of automatic and manual linking to a job.

 

hmtoggle_arrow1Automatically link an email to a job from the email subject token

 

hmtoggle_arrow1Manually link an email to a job

 

Many automated features for email and object creation/linking are available by utilising email rules and macros. These rules are based on conditions and actions.

 

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 Job, PO or Quote from Email

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

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS via Email