Users can link emails from the Email workspace to app items so that they are displayed on app item pages. In this case, the history of interactions with the client will be available to all employees who have viewing permissions for the item. Emails will be shown on the page even after the email account is disconnected from the user’s profile.
There are two ways to link emails to app items in the system:
- Manually from an email’s page. By default, this option is available for leads and deals. The list of apps available for linking can be changed. Read more about manually linking emails in the Link an app item with an email article.
- Automatically. This option can be enabled for contacts.
начало внимание
Only users included in the Administrators group can configure email linking settings.
конец внимание
Add apps available for linking
By default, only leads and deals are available for manual linking. To enable users to link emails with items of other apps, the administrator needs to edit the list of available apps. To do this:
- Open Administration > Email > Link Settings.
- Click +Select App and choose an app from the list, for example, Orders.
You can add only five different apps from the system to this list.
- To specify which fields of an email will be displayed on an app item’s page, click Configure context. In the window that opens, match the email’s properties with the app’s fields. You can use this feature to pass data from the following fields of an email: Subject, Message, From, To, Copy, Attachments, and Date. Note that you can only match properties of the same type. For example, you can pass the name of the sender or the email’s body only to a String type field of the app.
- Click Save.
начало внимание
Linked emails are displayed on app item pages in the Linked emails widget. If the widget is not placed to the view form of the app you added to the list, add it manually.
конец внимание
You can delete an app you added to the list by clicking the 
icon next to its name. After that users won’t be able to link emails with app items from this app, but existing links will stay intact.
Enable automatic linking with contacts
Incoming and outgoing emails can automatically be linked to contacts and displayed in their cards under the "Related Emails" tab. For more information on viewing emails in the card of a linked item, read the Link an app item with an email article.
Automatic email linking can be enabled by users who are part of the Administrators group.
To do this:
- Go to Administration > Email > Link Settings.
- Enable options for automatic email linking:
- Automatically bind incoming emails to Contacts. Incoming emails will be linked with a contact if the sender’s email address matches the address in the Work Email field of the contact's page.
- Automatically bind outgoing emails to Contacts. Outgoing emails will be linked with a contact if the recipient’s email address matches the address in the Work Email field of the contact’s page. Note that only emails sent to the contact person from the Email workspace are linked.
- Click Save.
After this, depending on the selected options, received or sent emails will be automatically linked with contacts.
If several contacts have the same email address, the email will be linked with each of them. If there are duplicate entries for a contact, the link is created only with the main item.
If there is no contact in the system with the specified email address, no link is created.
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