uMail messages can be linked directly to BP records through the Linked uMails link at the bottom of the BP form. See "Linking uMail Messages to a Record" for more information.
Note: This option is available only in BPs that have been set up to accommodate linked uMail messages. The ability to attach messages or view attached messages depends on the user’s uMail View permissions. Reply, reply all, and forward messages sent from a linked uMail will also be automatically linked to the BP.
To view the list of BP records to which a uMail message is linked
| 1 | Open the uMail message. |
If the message is linked to a BP record, the upper portion of the message will display the following:
“This uMail and any future replies are linked to records. Show list” (where Show list is a hyperlink).
| 2 | Click on the Show list hyperlink to view the list of BP records to which the uMail is linked. |
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