The Linked Mail tab enables you to link existing emails (Mailbox items), or compose new emails to a BP record. On any action form, you can view the referenced mail. Click the Add drop-down menu to view the following options:
- Mailbox
To link mails from your Mailbox
- Project Mailbox
To link mails from the Project Mailbox
- New Mail
To compose emails and add attachments from your computer or Document Manager. After the mail is submitted, it gets linked to the record and displayed in the Linked Mail tab.
When the Linked Mail tab is maximized, the left section displays the grid, and the right displays the functions, content and attachments of the selected mail. If you are a participant in the email, you can see the action buttons: Reply, Reply all, and Forward, as well as the More drop-down menu which has options to Flag, Clear Flag, Print, and Delete. If you are not a participant in the mail, you can see the option to Print.
Opening or Deleting mail
To open a mail or delete a mail:
From the grid, click on the gear menu and select Open or Delete. Alternatively, you can double click on the mail, in the grid. When you select multiple mails, the only option available is Delete.
Viewing content of the linked record
To view the full content of the linked record, double-click on an entry in the grid.