Question

How do I save an email to an existing Project Issue

  • 19 February 2021
  • 1 reply
  • 11 views

I would like to save emails directly from outlook to existing Project Issues and not have to convert email to PDF. I have the Acumatica add on button to me Outlook Ribbon but it only gives me the option to create a new Project Issue. 


1 reply

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@jbaker - There are a couple of ways to do this;

  1. Emails sent out of Acumatica will have a link back to the Project Issue (or other document) that can capture responses automatically.  It is based on matching the subject line in the email with the document.
  2. With the Outlook Add-In, you should have the ability to select the person, then ‘Log Activity’ to the corresponding entity, in this case, Project Issue.  This will copy the email to the Project Issue Related Activities tab;

 

 

Hope this helps!

 

Joel

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