How to link emails to an opportunity or job/project

Modified on Thu, 4 Jul at 4:45 PM

How to link emails to opportunity/jobs

If you want to link email to a specific opportunity or job then this must be done explicitly. There isn't a way we can automatically do this, unfortunately.

You have 2 options:

1. Put the opportunity/job code or external reference in the subject line when sending an email in the format "(m#xxxx)" where the xxxx is replaced with the code of the opportunity/job or the External Reference of the opportunity/job. It is important to include brackets as per the format indicated otherwise it will not work.

Job code can be in various places including the job dashboard as per below: In this case the code will be 03489

The external reference can be found/specified when viewing the opportunity/job as per below

Create a unique reference for the opportunity/job such as "RETAINER". (not case sensitive)

Put into the email in the format "(m#Retainer)" * Note the brackets. It is not case sensitive.
This reference field is set while editing the opportunity/job.

If an email was received that didn't have the opportunity/job code in it then you can still link the email to the opportunity/job manually:
1. Click on Clients.
2. Click on Emails.
3. Search and select the relevant email.
4. Choose "Link emails messages to opportunity / job".
5. Select the Opportunity / Job and hit save.
See the screenshots below:

To view emails you can

Click the email icon when viewing the opportunity/job to show emails linked explicitly to the job.
Click the email icon when viewing the company to show all emails sent/received with contacts in that company.
Click the email icon when viewing the contact to show all emails sent/received with contacts in that contact.

Screenshot showing Emails icon on a job: