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Related Messages

How to create linked emails throughout different modules

Hector Borrego avatar
Written by Hector Borrego
Updated over 4 years ago

Related Messages is a new tab located within each item you open, such as Tasks, Purchase Orders, Change Orders, Selections, and so on.

Let's take a Task as an example. Open the task and click the Related Messages tab. Then choose to create a New Message
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A new message window will pop up where you can compose the message, assign the recipients, add any attachments, and confirm that it is being linked to TASKS, specifically to the Fix Kitchen Window task.

Once sent, this and any other linked message will be visible here.....

....and within Communications

Another way of creating a related message is to initiate the message within Communications, and then link back to the desired item as shown below.

For any questions and help please reach out to Support

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