Mailbox messages can be linked directly to BP records through the Linked Mailbox link at the bottom of the BP form. For information about linking mailbox messages to a record refer to the Unifier Business Processes User Guide.
Note: This option is available only in BPs that have been set up to accommodate linked Mailbox messages. The ability to attach messages or view attached messages depends on the user’s Mailbox View permissions. Reply, reply all, and forward messages sent from a linked Mailbox will also be automatically linked to the BP.
To view the list of BP records to which a Mailbox message is linked
- Open the Mailbox message.
If the message is linked to a BP record, the upper portion of the message will display the following:
"This Mailbox and any future replies are linked to records. Show list" (where Show list is a hyperlink).
- Click on the Show list hyperlink to view the list of BP records to which the Mailbox is linked.