How do I link an email to a Project and other Contacts?

August 17, 2015
Received emails will be automatically linked the the contact who sent you the email. However, you can also link the email to a project and other contacts by simply updating the Project and or Related to fields on the email. The email will then be visible under any of the linked records´s Activity section.
 
Link a Project – on a received email, tap Project and then select a project.
 
Link Contacts – on a received email, tap Related to and then select one or more contacts.
 
 
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