Email Sync: How to manually search for a record to attach an email to

You can manually search for a record where you want to attach an email to.

👀 Watch this Gif or follow the steps below:

Step 1: Click Search for records.

Step 2: Choose from the dropdown list one of the supported record types you want to search for and enter the search criteria (company, name, invoice number etc.), and hit enter.

• Choose the record you want to search for (1)

• Type in the search criteria and hit enter (2)

• Decide if you want to include attachments (3)

• Check off the record(s) to attach it to (4)

• Hit Attach (5)