1. Click "Inbox"

2. Open the email you want to link to a quotations, job or other record

3. Click the link icon

4. Click "Link To..."

5. Click "Job" (or quotation, invoice etc.)

6. Search for the relevant record

7. Click "link"

8. Close this panel by clicking "X"

9. In the relevant record, click "Show Emails"

10. You will now find this conversation linked and any further conversation on this thread will be linked automatically.