Working with Linked Mail
The Linked Mail tab lets you 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 mail from your Mailbox
- Project Mailbox
To link mail 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 or delete mail:
From the grid, click the gear menu and select Open or Delete. Alternatively, you can double click the mail, in the grid. When you select multiple mailbox items, the only option available is Delete.
Viewing content of the linked record
To view the full content of the linked record, double-click an entry in the grid.
In This Section
Reply To or Forward a Linked Mailbox Message
View the List of Linked BPs from a Mailbox Message
Send and Manage Linked Mailbox from RFB Forms
Last Published Monday, August 28, 2023