Send an email message direct to a job, quote or estimate

The Collaboration Manager can automatically forward emails it receives to specific jobs, quotes or estimates.

The email messages will appear on the Notes tab of the receiving jobs, leads, quotes/estimates and clients. Any attachments appear on the Documents tab, and you can download them from there, if required.

Before you begin

Before you can use the Collaboration Manager, you need to configure (or at least know) its email address. For further details, see Configure the collaboration manager.

You also need to know the job or quote/estimate number that you wish to have the Collaboration Manager forward the email to.

Send a direct email to a job or quote/estimate

To send an email (with attachments, if required) directly to a job or quote/estimate:

1. Prepare an email message addressed to the email address configured in the Collaboration Manager. You can send, forward, copy (CC) or blind copy (BCC) the email when you are ready.
2. In the email's Subject line, include the quote or job number.
3. (optional) Attach one or more files to the email message.

   The name of any attached file should be no more than 60 characters in length.

4. Send the message. The message is sent directly to the specified job or quote/estimate.

Working with the Collaboration Manager

• Assign an email message as a job, lead, quote/estimate or client note