Email / Adding apps available for linking

Adding apps available for linking

You can link emails from the Email workspace with apps in the system. They will be displayed on app item view forms even after an email is disconnected from an account. This will allow your co-workers to stay on top of all communications with a customer on important matters. Read more about it in the Linking an app item with an email article.

The Leads and Deals apps are available by default, but administrators can change the list of apps whose app items can be linked with emails. To do that, follow these steps:

  1. Open Administration > Link settings.
  2. Click +Select App and choose an app from the list (for example, Contacts).

email-link-settings-1

You can link emails to no more than five different apps in the system.

  1. Click Save.

начало внимание

Linked emails are displayed on app item forms in the Linked emails widget. When you add an app for linking into the list, you will need to place the widget on the view form of the app to be able to see linked emails.

конец внимание

You can delete an app you added to the list by clicking the email-link-settings-2 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.

 

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