Task related to email

Created: 2018-06-21
Last updated: 2018-06-21

Post view count: 1644

Sugester allows you to create tasks related to emails. It means that from now on you can easily create a task assigned to particular email. This feature makes your work much faster and lets you to stay in touch with a client.

To add a task related to email, open a task and unfold the arrow on top of the task. Next click on 'Related task'



You will see 'New task' popup. If you received an email from a client, who is also added to our database, system will automatically assign him/her to the task. Other fields you should fill in manually.



After saving the task, in email window, you will see a 'List of related'. Just click on the link and you will be transfered to its content.



The same info you will receive in a task.



Note! 'Related task' feature works differently than 'Convert to task'.

 


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