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

There are many scenarios where you want to link an email to a contact.

Link an email from an unknown person to a contact.

This item will show a '?' in your Inbox because the sender is unknown. Add this as a new relationship or link this email address to an existing relationship.

1. Add the unknown email address as a new contact:
   1. Right-click on the email message and choose Add Contact from the menu that appears.
      
      
   2. The following window will be displayed.
      
   3. A window will appear where you can enter all the contact's names and address details.
      
      
   4. At the bottom, 'Link existing emails to this contact' is checked. Leave it like this.
      
      
   5. Choose Save.
      
      
   6. The contact is created, and the email address, including all emails from and to this email address, is saved.
      
      
      
2. Or link the unknown email address to an existing relationship:
   1. Right-click on the email message and choose Contact Link from the menu that appears.
      
      
   2. The following window will be displayed.
      
   3. Find the desired contact.
      
      
   4. Double-click on the name to move the contact to Linked Contact.
      
      
   5. At the bottom, you will see 'Also link selected contact(s) to the email address: ....'. When this is checked, all messages from and to this email address will be linked to the linked contact. So this is often desirable to do.
      
      
   6. Choose Save.
      
      

Please note: by choosing 'Also link selected contact(s) to the email address: ....', all messages from and to this email address will be saved with the relation. You can always remove the email address of the relation and thereby unlink email messages.

Link an email from an existing contact to another contact(s).

This concerns an email in your Inbox (or other mail folder or archive) that is already linked to a relationship in the database. You can link this message to any desired relationship in the database as follows:

1. Right-click on the email message and choose contact Linking from the menu that appears.
   
   
2. The following window will be displayed.
3. Find the desired contact(s).
   
   
4. Double-click the name to move the relationship to Linked Contacts.
   
   
5. Choose Save.
   
   
6. The message in question will be saved in the contact's archive.
   
   

Only this particular message will be linked, not the email address.

Linking relationships or emails to files works in the same way. Instead of contact Linking, choose File Linking. Linking relationships to emails and files is a must for building a solid and reliable archive!