Knowledgebase articles
- Welcome to the Knowledge Base
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- What is Spotler?
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- GatorMail
- GatorLeads / Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
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- Introduction to Reporting
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- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
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- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
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- Sagelink
- Introduction to Transaction Documents
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Relating Emails to Specific Records
This page covers how to relate an Email to a specific record, such as a Case or Opportunity using the WESS Add-in.
If an email is related to a specific Record such as an Opportunity or Case it is possible to create a link between the email and the record within the WESS Add-in. Once a Record has been related to an email it will then appear in the sidebar where it can be easily opened and reviewed within Workbooks. This allows users to quickly and effectively manage emails within Outlook without the need to look for data in two systems, this then ensures that data is easy to find across multiple users’ mailboxes.
To link an Email to a Record you will first need to find it, this can be done by using the WESS Add-in’s Search Bar.
Note: You may want to consider using the filter (funnel icon) to search within a specific record type to return more accurate search results at a greater rate.
Any results returned will then appear in the sidebar and a summary of the records found will appear at the bottom of the screen, the Email can then be linked to the Record by using the Link Item button that appears on the record’s card within the WESS Add-in.
Once the Email has been linked to the Record the link Item will change to Unlink Item allowing you to remove the link between the Email and the Record as required.
You will then be able to find the email attached to the Record within Workbooks for easy review:
