Email to interaction linking the project

 

How to do this:

If you are not yet familiar with this feature, you can simply Bcc a DevMan system email address when sending an email from your mail application.  An interaction will be automatically created in DevMan - contact support@devman3.com to activate your system address.

This feature has now been enhanced to include linking the approach, project or bursary to the email interaction.   

Your database must be set up to include a system reference number in the subject line of emails generated from DevMan from the approach, project or bursary. 

When any emails with the reference number are forwarded to DevMan, the interaction will be linked to the record with the matching reference number. 

 

See heading ‘Add an interaction from your email’ on the Interaction quick guide available for download via DevMan help.  Or contact us at support@devman3.com

 

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