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Is it possible to link an email to a sales order?

Good day all.

Sometimes sales requests from business partners are received via email on y desktop computer. Is it possible to link the mail to the specific sales order. It will help for audit/ tracking purposes. So if I go on to the business partner or sales order I can then open the email?

Is something like this possible?

Thank you

Nevashan

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Jan 15, 2016 at 12:41 PM

    Hi Nevashan,

    You could use the attachments tab to save the email message against the Sales Order.

    I believe this functionality was introduced in release family 8.8x at some stage.

    Kind Regards,

    Nick Lakasas


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  • Posted on Jan 15, 2016 at 12:58 PM

    Hi,

    Add email subject at sales order remarks field. OR Create header level UDF to capture email subject, date and contact person.

    Thanks.

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  • Posted on Jan 21, 2016 at 06:15 AM

    Hi Nevashan,

    Save the Mail in the desktop and you can attach the mail n the attachment. It is Possible.

    Hope helpful

    Regards

    Kennedy

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  • Posted on Mar 28, 2016 at 08:58 AM

    Close the thread with correct and helpful answers!

    Rgds

    Kennedy

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