How to Associate an Incoming Email

How to Associate an Incoming Email With a Contact.

To use the e-mail functionality in the E-mail module, you must have a MAPI compliant e-mail program installed and set up on your computer as the default e-mail program. The E-mail module works with your default e-mail program to send and view e-mail.

Tip: The performance of the E-mail module is directly related to the size of your inbox in your default e-mail program. The more e-mails in your inbox, the longer it will take for the E-mail module to open.

To Associate an Email:

1)  Click the Email Button on the the Toolbar. associate1 It will display a list of all the emails in the Outlook Inbox.

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2) Highlight the email you want to Associate with a contact and press the Associate button.  A window will show with all your contacts, select the one you want to associate this email with and press OK.

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3) The next window will ask you to confirm this activity was completed.  By selecting Yes and Follow up, you can set a reminder to follow up on this email at a later time.  If you do not want a reminder select the Yes option.

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4)  When opening the Contact and selecting the Email tab, it will show the contents of the received email.

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