Sync Emails to the Diary tab
- Jose Rivas
Analytics
By default, an email sent upon completing a diary action will appear under the Jobs > Contact tab. However, if an email was sent outside of Moveware (in Outlook), and you would like to link it to a Job/Removal, the email can be manually linked to a Job.
Navigate to Organizer > Outlook Inbox.
Select ‘Sent Items’ folder and find the email you would like to appear in Jobs > Contact.
Ensure that “Removal” is set in the “Link To” area.
Moveware will scan the contents of the email to attempt to automatically choose the appropriate Job/Removal to link to. Refer to the “Ref” column for the Job number. If the email record is not yet linked to the Job/Removal, click
and choose the correct Job.
Click the ‘Create Diary Records from Selected Emails’ icon.
The Email Sent record will appear under the Job’s Contact tab.
Users can also crate diary records from emails received by selecting the ‘Inbox’ folder and repeating the same steps.