Using the Ref Type field

The Ref Type field is an optional field. Choose a reference type from the Ref Type field to go along with the interaction type in the Interaction Type field. The selected reference is sent to SyteLine along with the interaction and is displayed when the interaction is opened either from Outlook or SyteLine.

This area looks a bit different if the message has an attachment. In this case, the Reference section is collapsed.

Click +REF to expand the section. This is a toggle key. The attachment section is moved right when the reference section is expanded, and a scroll bar displays so you can scroll to see all contents.

This table displays the reference types available for each interaction type and the IDO read and execute access required. Note that the Contact interaction type isn’t listed. This is because this feature is not available for that interaction type.

Interaction Type	Reference Type	IDO read and execute access required.
Customer	Opportunity	SLOpportunities
	Item	SLItems
	Lead	SLLeads
	Estimate	SLCOs
	Estimate Project	SLProjs
	Customer Order	SLCOs
	Project	SLProjs
Prospect
	Lead	SLLeads
	Opportunity	SLOpportunities
	Estimate
	Estimate Project	SLProjs
Vendor
	Item Price Request	SLItemPriceRequests
	Purchase Order	SLPOs
	Item	SLItems