How to manually search for a record 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 in 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)