Incoming e-mail can be automatically or manually assigned to clients, contacts, offers and jobs.
|•||From a linked message you can navigate to the linked record (client etc.). |
|•||Linked messages are displayed in the linked records (client profile, job etc.)|
|•||TOM monitors incoming messages to find e-mail addresses in TOM that match the sender's address. This may be in clients, translators or general contacts, or their respective staff. If such a match is found TOM will create a link with that contact. |
|•||Jobs and offers are linked automatically if the respective ID is found in the SUBJECT line. |
Automatic saving of attachments in the job folder
If an offer or job is created from an incoming e-mail the setting made in User Settings >Job Management will decide whether attachments are automatically saved to a new folder.