Using GuruMail

GuruMail is an upcoming feature on the platform which allows you to essentially "match" and "unmatch" emails that have been emailed to WorkGuru transactions - emailed data can be a file or message.

The feature is split into 2 tabs, which are Unmatched and Matched emails. The Unmatched tab is going to show emails which have not been linked to any transactions, while the Matched tab will display all emailed files that are attached to existing transactions.

The process for unmatching and matching emailed files to specific transactions is the same, hit the green + button on the right of the line you are wanting to match/unmatch to expand its details.

From here, you can use the drop-down boxes on the right to choose which transaction/s you want it to be linked/unlinked with, or select Unmatch at the top if you are wanting to unlink it from an existing transaction.

Note: if matching to a project, it cannot be matched to a production job and vis-versa, selecting one will automatically list the other as unmatched. 

You can also select unrelated quotes/stocksales etc to link it to as well as required.

Once you have made the necessary selections, hit save and it will link it to the transactions you set out. 

An example use case would be if an email was meant to be emailed to Project A however a typo was made which resulted in the email going to Project B. Instead of having to go into Project B, delete the email and resend to the correct area, you would go into Gurumail and reassign the email to Project A from Project B and hit save to correct the mistake.