Linking Emails to Documents

Introduced in v12

An email can be linked to multiple documents in ERPNext.

This can be done in the following two ways:

  • Email Aggregation in Contact, Customer, Supplier.
  • Automatic Email Linking.

1. Email Aggregation for Customer and Supplier

Email Aggregation takes place in Contact, Customer, and Supplier. All the Emails sent or received from a Contact can be viewed in that Contact's Timeline and as well as linked Customer's or Supplier's Timeline. To enable Email Aggregation, do the following:

  1. In a Contact, add Links for the Customer or Supplier respectively.

    Add Customer/Supplier in Contact

  2. Now whe