Save one email to more projects

6 votes

If I open an email, I can select only one superior item (i.e. project or deal). But sometimes, my customer sends me one email related to more project.

I have to manually link the email with more projects which is so time consuming.

Done Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 27 Mar, '22 • Comments: 3

Comments: 3

31 Mar, '19
Coplexia Cloud SSC Merged
It is common that an email exchange with a client may cover several projects or deals, and should be logged against more than one Project or Deal in eWay CRM.
12 Apr, '19
Jan Lalinsky Admin
"Ability to link a Contact / Email / other item to more than one Project or Deal" (suggested by Coplexia Cloud SSC on 2019-03-31), including upvotes (1) and comments (0), was merged into this suggestion.
02 Jan
Jan Lalinsky Admin
Happy to announce, that this feature is available in eWay-CRM for Microsoft 365 - more at https://eway.cr/365.

Jan