Linking Messages

Messages messages can be linked to other database records such as Notes or Planner Events. This enables you to expand the scope of the data by adding an extra dimension to enable a much more wider understanding.

By default, messages will automatically connect themselves to Contacts that have the same Primary Email Address or a matching address is found in the contact's other e-mail addresses. If a match is found, you will see a small contact symbol next to the message and the related links will list the contact accordingly. Therefore, you don't have to manually link messages to Contacts.

However, messages can be linked manually to other messages, Planner Events, Journals, Tasks, Notes and Noteboards.

In the messages's detail area, there is a secondary tab called "All Related Links". Selecting this tab shows a list view of the links that are directly related to the currently selected message. Some of the links are from other database items and some may be direct connections to an item. The links are grouped as per which section/item the linking belongs to.

heart See Related Links List for more information

helper To Link A Message To A Database Item

First select a message from the List View by left clicking on it, so that's it is highlighted, then;
rightarrowChoose from the Main Menu "Messages/Link to a Database Item", or
rightarrowClick on the toolbar icon: or
rightarrowRight-click on the message list view and choose "Link to a Database Item" from the context menu.

heart See Linking Items Selector for more information

Related Topics

Introduction to Messages

Managing Accounts

Managing Messages

Searching Messages

Replying and Composing E-mail


Sending and Receiving E-mail

Message Rules and Filters