Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
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- Preferences
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- Cases
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
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- Mailing Lists
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- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
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- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
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- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
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- Creating & Modifying Picklists
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- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Relating Emails to Specific Records
This page covers how to relate an Email to a specific record, such as a Case or Opportunity using the WESS Add-in.
If an email is related to a specific Record such as an Opportunity or Case it is possible to create a link between the email and the record within the WESS Add-in. Once a Record has been related to an email it will then appear in the sidebar where it can be easily opened and reviewed within Workbooks. This allows users to quickly and effectively manage emails within Outlook without the need to look for data in two systems, this then ensures that data is easy to find across multiple users’ mailboxes.
To link an Email to a Record you will first need to find it, this can be done by using the WESS Add-in’s Search Bar.
Note: You may want to consider using the filter (funnel icon) to search within a specific record type to return more accurate search results at a greater rate.
Any results returned will then appear in the sidebar and a summary of the records found will appear at the bottom of the screen, the Email can then be linked to the Record by using the Link Item button that appears on the record’s card within the WESS Add-in.
Once the Email has been linked to the Record the link Item will change to Unlink Item allowing you to remove the link between the Email and the Record as required.
You will then be able to find the email attached to the Record within Workbooks for easy review: