eWay tab in email messages to open associated modules
1
votes
To be able to open a deal, contact or company directly from a sent or received email without having to manually find the relevant record.
Comments: 1
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01 Jul, '19
Jan Lalinsky AdminHello Antony,
to quickly open a deal / project right from an e-mail, just:
1. Double-click on an e-mail in Microsoft Outlook
2. In the bottom status bar, there is a drop-down menu with deal / project. Click on the icon "..." to the right.
Would it help?
Jan