Email Linking
ERPNext supports linking emails to multiple documents for better traceability and context management.
Emails can be automatically or manually linked to documents like Customers, Suppliers, Leads, and other records.
1. Email Aggregation
Email Aggregation collects all emails sent to or received from a Contact and displays them across related records.
How it works
- Add a Customer or Supplier link inside the Contact master.
- Ensure emails are sent/received through that Contact’s email address.
- The system automatically aggregates those emails across related documents.
Email Aggregation ensures that communication linked to a Contact is visible in both Contact and related Customer/Supplier timelines.
2. Automatic Email Linking
Automatic Email Linking uses a system-generated unique email address to associate emails with specific documents.
How it works
- Enable Automatic Email Linking in Email Account settings.
- The system generates a unique email ID for a document.
- Use this email ID in To or CC while sending or receiving emails.
- The email gets automatically linked to the corresponding document.
Only one Email Account can be used at a time for Automatic Email Linking.
Important Note
Email linking via BCC is not supported. The unique email must be used in TO or CC fields.
Benefits
- Centralized communication tracking
- Improved context for business records
- Reduced manual email attachment effort
This feature ensures every relevant email is directly connected to the correct business document for complete communication history.
Related Topics
- Auto Email Reports
- Sending Email from Documents
- Document Follow
