Searching Outlook Emails In Job Sheets - CS

To search emails from Office 365 in a job sheet, first, go to the job sheet you want to find emails for.

Once in the job, you will see an Outlook icon next to the customer, invoice customer location customer and location address.

Click on the icon and find the contact you want to search for. Right-click on the contact, select ’Find emails in Office 365’ and choose the correct email address.

It will then search your Office 365 for emails from that email address.

Saving Attachments

When you have done the above, if you want to save attachments to job documents then choose the email with the attachment/s, and then click ’Save Attachments’ at the top. Choose whether you want to save to documents or files.

This was added in update v4.335. Make sure to update your software to get all the latest updates and improvements.