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InfoFlo CRM Knowledge Base

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How can I automatically link emails to a Project using a Project ID?

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  1. To add emails to a project automatically, click New Email after selecting the Project.
  2. projectID
    projectID2

  3. Emails will be automatically populated with have the Ticket ID in the subject. Any emails containing the Ticket ID (including replies) will be automatically linked to the project.
  4. The Ticket ID can be changed when the projected is added by clicking the ‘Modify…’ button next to the Ticket ID.
  5. infoflo_project_add_ticket_id