Email Tags

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hmtoggle_arrow1Tag to an email folder

 

hmtoggle_arrow1Tag Existing Objects to Emails

 

The available objects are, and in most cases will allow you to tag the email to that object:

Customer Return

Invoice – Jim2 will tag the email to all jobs the invoice pertains to, rather than the invoice itself.

Job

Lead (Quote)

Project

Purchase

Stock Adjustment

Stocktake

Stock Transfer

Vendor Return

 

Info

Email tags are sorted alphabetically.

 

How to

Add Folders and Tags

Automatically Tag Incoming Email to Job

Manually Move and Tag Emails

Set up Email Tags