How Do I Receive Emails from Contacts?

See Also

 

Emails received from contacts in your email program (for example, Microsoft Outlook) can be stored in EngineerOffice to track all project correspondence. Other EngineerOffice users will also be able to view the received email.

 

Do the following to store received email in EngineerOffice:

  1. In your email program, move a client's email into the contact's associated company, contact or project folder in Outlook.

  2. In EngineerOffice, select Sync from the master drop-down list.

  3. Select the Emails check box and click Sync. EngineerOffice links the email with the contact record based on the email address. The email displays on the Documents tab of Contacts.