Searching Outlook Emails in Job Sheets
To search emails from Microsoft 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 Microsoft 365 for emails from that email address.
If you then want to save attachments to job documents then choose the email with the attachment/s, click ’Save Attachments’ at the top and choose where you want to save it.