How to auto-link e-mail message to Business Project?

D

David Rowell

I need to keep track of incoming/outgoing e-mail messages on a "per project"
basis, so that later I can bill for time reading/composing messages; I
thought e-mail autolinking would do that, but maybe I misunderstood;

I can't seem to get it to work except manually, i.e., select message,
right-click "Link to Record," select "Business Projects" from drop down list,
scroll to project, double-click and then "OK."

It takes 5 or 6 mouse actions for every message; what a pain! Is there an
easier way, for instance, drag-and-drop messages into Project folder to link
them; or . . . ?

Any advice appreciated.

Thanks in advance---David Rowell
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top