Composing Linked Mail

You can create and send a Mailbox message from the BP record. You must send the message before sending the BP to automatically link it to the BP record. The Mailbox message will be stored in the Project Inbox, the Sent Items node in the Home tab (Home workspace), and the Inbox of recipients. In addition, if you or the recipient reply to the message, the reply will also automatically be linked to the BP record.

Note: If you create a Mailbox message and save it without sending, it will remain in your Mailbox Draft log in the current project or shell.

To compose a message to link to a BP record

Select a BP record.
From the right pane, select the Linked Mail tab.
Click Add  and select New Mail.
Compose your message and click Send. The following additional options are displayed: Save, Delete, Attach, Flag, Clear Flag, Print, CC, and Bcc.

After the mail is sent or saved, it will appear in the Linked Mail grid.

To compose a message to link to a BP record

See Also