How do I link an email to a contact or multiple contacts?

Modified on Fri, 21 Oct 2016 at 08:14 AM

In your inbox:

Use the right mouse click (or two fingers trackpad click) on an incoming email message and choose ‘Contact link’ in the appearing menu. A popup will appear where any contact in SpinOffice can be searched (based on company name or contact name) and can be linked and unlinked to this individual message. The message will appear in every archive in which the message is linked to. And when you check ‘Also link the email address’ in popup, the email address will also be added to contact card of all linked contacts.


In a contact's archive:
The same can be done. Use the right mouse click (or two fingers trackpad click) on an archive item and choose ‘Contact link’ in appearing menu. Same popup will appear, with the linked contact already mentioned on the right.


Linking contacts or emails to folders works the same. Instead of ‘Contact link’ you select ‘Folder link’. Linking contacts to emails and folders is a must do to build up a solid and reliable archive!


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