Linking Emails to Documents
An email can be linked to multiple documents in BizCentric.
This can be done in the following two ways:
- Email Aggregation in Contact, Customer, Supplier.
- Automatic Email Linking.
1. Email Aggregation for Customer and Supplier
Email Aggregation occurs within Contact, Customer, and Supplier modules. All emails sent or received from a Contact can be accessed in that Contact’s Timeline, as well as in the linked Customer’s or Supplier’s Timeline. To activate Email Aggregation, follow these steps:
- In a Contact, add Links for the Customer or Supplier respectively.
- Now when an Email is sent to or received from the Contact associated with Customer or Supplier, that email is linked to the Customer or Supplier mentioned in the Links section of the Contact.
2. Automatic Email Linking to a Document
Automatic Email Linking establishes a connection between an email and the designated document using the unique email address generated by the system for a document. If an email is sent or received using this unique email address, the system automatically links that email to the corresponding document.
- Enable Automatic Email Linking in Email Account.
- Once this feature has been enabled, you will see a unique Email ID generated using the Email ID mentioned in the Email Account.
- Now you can copy the Email ID by clicking on it and you can send or receive Emails using the unique Email ID. If an Email contains this unique Email ID either in the Recipients or Cc section, the system will link that Email to the specified Document.
Note: Email linking with BCC is not supported. You have to add unique email as recipient in TO or CC.