To save all important information from customer emails and make it available to your coworkers, you can link emails with ELMA365 app items.
For example, you can link emails about contract approval to a deal created in the system. Emails will be displayed on its page, and users who have the permission to view the deal will see all communications with the customer on the matter. Access to linked emails won’t be lost even if the email address they were sent to is disconnected from the ELMA365 account.
To link an email to an app item, follow these steps:
- Open the Email workspace and go to the page of the email you want to link.
- On the top panel, click +Link with app.
- Select the app to link the email to. The email will be linked to one of its app items.
- In the window that opens, click the magnifying glass icon and select the app item that the email will be linked with. If you have a permission to create app items in the app, you will also be able to create a new app item by clicking +Create.
- Click the Add button.
The linked app item will be displayed on the email’s page above its body. One email can be linked with several app items from different apps.
To unlink an app item from an email, click the cross next to the app item’s name and confirm deletion in the window that opens.
You can open an app item’s page from the page of the email linked with it. To do that, click the app item’s name in the Linked app items section.
Displaying emails on app item forms
To let emails be displayed on app item pages, you can use the Linked emails widget. It needs to be manually added to the app’s view form. All employees who have a permission to view app items in the app will be able to read the linked email.
To see the whole email, click on the text on the right panel of the app item’s page. The email will open in a new window.
If the email is part of a thread, you will also see earlier communications with the client. Note that if you want to display the entire conversation with a customer on the app item’s page, you need to link each email to it individually as described above.
The user whose email address the email was sent to can also open it in the Email workspace by clicking Go to email.
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