You use the e-mail function in Carerix. Outgoing and incoming e-mail are linked to one or more files. According to which does this happen?
At every file there is a option 'Choose e-mail' with a list of templates, as long as there are suitable templates. If you create an e-mail based on one of these template, then the e-mail is automatically linked to this file.
An e-mail that is created with the (+) button isn't automatically linked. If it is possible Carerix will try to link the mail based on the e-mail address.
E-mails that come in to the system are linked using the following manners.
If an incoming e-mail is a reply on a message that was sent from Carerix, then Carerix will recognize that. The reply is linked to the same file(s) as the outgoing e-mail.
By e-mail address
Carerix looks to the sender's e-mail address from a incoming e-mail. If this e-mail address belongs to someone in the Carerix system, the e-mail message is linked to this person.