Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to bind emails to Creatio records manually

You can bind email messages to other records manually:

  • By using a special email field where you can specify a Creatio record to bind (Fig. 1).

Fig. 1 Binding an email message to another record using email message fields

chapter_emails_connect_existing_200007.png 

  • By clicking the btn_com_add_tab00008.png button in the top right corner of the email message (Fig. 2).

Fig. 2  Binding an email message to another record using the btn_com_add_tab00009.png button

chapter_emails_connect_existing.png 

  • 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 Creatio record:

1.Click the btn_com_email_tab00010.png button on the communication panel.

2.Select the email message that needs linking to another record.

3.Click the btn_associate_account_with_object.png and select the necessary object, such as “Activity” (Fig. 3).

Fig. 3 Selecting an object (Creatio section) to link an email to one of its records

scr_emails_associated_with_object.png 

4.Select the record to link the email to in the lookup field. (Fig. 4).

Fig. 4 Binding an email to a Creatio account

scr_emails_assign_order.png 

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 Creatio records using the btn_com_add_tab00011.png button in the top right corner of the message. To do this:

1.Click the btn_com_add_tab00012.png 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 Creatio records work identically.

See also

How to process emails

How to create a new record in a section based on an email message.

How to set up rules for binding emails to other Creatio objects automatically

How the fields are populated for downloaded emails

Working with emails FAQ

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