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Link email to contact via outlook connector

External Posted: 2012-04-20 07:41

I am sharing my emails with workbooks when I send them from outlook and create a relationship if the client is entered as a contact but if the client is not entered as a client where does the email go ? It does not appear in my email area ?

Workbooks Support Posted: Mon, 28.05.2012 - 21:51

 Hello Justine

 

All emails should appear within the All Emails view in your database. If contacts with matching email addresses are created after-the-fact of sending an email then those links will be created automatically.

 

I'm not quite clear on your meaning : are you saying that the emails being sent are completely invisible to you, perhaps missing, or that you are interested in whether the emails should automatically link to the employers of email recipients (they do).

 

Thanks