The Emails tab on an Opportunity or Project displays emails that have been sent to INNERGY from your Outlook inbox using the INNERGY Outlook Add-in. There is no way to compose or send a new email directly from within INNERGY — emails are always initiated from Outlook and then linked to the relevant record.
If you open the Emails tab and see an empty list with no buttons, that is expected — it means no emails have been added to that Opportunity or Project yet. There is no Compose or Create button in this tab.
What the Emails tab is used for
Once emails are added via the Outlook Add-in, the Emails tab lets you:
View all customer emails (such as RFIs, proposals, and general correspondence) linked to the Opportunity or Project
Keep email threads tied to the right record for easy reference
See emails sent with your company logo displayed, so recipients recognize the message and it is less likely to be marked as spam
How to add an email to an Opportunity or Project
To get emails into INNERGY, you use the INNERGY Outlook Add-in. The Add-in lets you send emails from Outlook directly to the relevant Opportunity or Project in INNERGY.
Open the email you want to add in Outlook (new Outlook for Windows or iOS).
Click the Apps button in the upper right corner of the email to open the INNERGY Outlook Add-in.
The Add-in will automatically suggest the most relevant Project or Purchase Order based on the email content — including details like Project Name, PO Number, or External ID.
Confirm the match (or select the correct record manually) and submit.
Once submitted, the email will appear in the Emails tab of the linked Opportunity or Project.
Setting up the Outlook Add-in
If you have not installed the INNERGY Outlook Add-in yet, follow the setup guide below. You will need your INNERGY API key to connect the Add-in to your account.
Frequently asked questions
Why is the Emails tab empty?
The tab is empty until an email has been added to that Opportunity or Project via the Outlook Add-in. An empty list does not indicate a problem.
Why is there no Compose or Create button in the Emails tab?
Emails cannot be composed from inside INNERGY. The Emails tab is a display of emails added from Outlook — all sending happens in Outlook using the Add-in.
Can I send an email to someone who is not the client contact on the Opportunity?
Yes — when sending from Outlook using the Add-in, you can address the email to any recipient. The email will still be linked to the Opportunity or Project you select in the Add-in.