Assign project manually

You can associate a project with an email if at least one address or property is associated with the email. To link projects, you need the project management module.

You assign projects to an email using the 3-dot menu. Click on the “Assign project” entry in the menu. The pop-up for assigning a project opens. Here you can search for an existing or completed project using various selection options. Select the project and click on “Assign”. The project is then assigned to the email and entered in the activity and agent log entries of the linked data records. You can now also see the email in the project. It is displayed on the “Remaining activities” tab .

The linked project receives a project number in the email.