Drag and Drop Email to Job

Back Top Prev Next Print

warning1

This feature will not work for Jim2Cloud.

 

This explains how to drag and drop an email from Outlook into a job in Jim2.

 

With the job open in Jim2, go to Outlook and click/drag the email onto the job in Jim2. The following will pop up, allowing you to add the email to the job. When you open the email, it will open in Outlook.

 

dragdropemail

 

Further information

Add Email Folders and Tags

Attach Documents to Email

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

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

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

Out of Office Message

Send and Receive Emails

Set up SMS via Email