How to bind emails to bpm'online records manually
You can bind email messages to other records manually:
-
By using a special email field where you can specify a bpm'online record to bind (Fig. 1).
Fig. 1 Binding an email message to another record using email message fields
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By clicking the
button in the top right corner of the email message (Fig. 2).
Fig. 2 Binding an email message to another record using the 
button
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By using the [General information] tab of the email message page. To open the email message page, click its subject.
To bind an email message to a bpm’online record:
1.Click the 
button on the communication panel.
2.Select the email message that needs linking to another record.
3.Click the 
and select the necessary object, such as “Activity” (Fig. 3).
Fig. 3 Selecting an object (bpm'online section) to link an email to one of its records
4.Select the record to link the email to in the lookup field. (Fig. 4).
Fig. 4 Binding an email to a bpm’online account
As a result, the bound email message will be displayed in the [History] tab of the activity page.
You can also bind an email message to other bpm’online records using the 
button in the top right corner of the message. To do this:
1.Click the 
button and select [Link email to] command (Fig. 2).
2.From the displayed menu, select an object, for example, “Account”.
3.In the opened window, select the necessary account from the lookup.
The two methods of binding emails to bpm'online records work identically.
See also
•How to create a new record in a section based on an email message.
•How to set up rules for binding emails to other bpm’online objects automatically
