Unique Email Dropbox to auto attach to Contact
This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.
This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will be created. The note will show as being added by the database user who sent the email to the unique dropbox email. (I've seen this is multiple other CRMs and have implemented this in my own CRM but decided against using since I'm the only person in our IT Department).
This suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new if desired. At this time, we have an automatic way the emails are linked so as to maintain the full and complete client correspondence with no edit-ability for compliance reasons.
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Ron First commented
We really could use this feature!!!!
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Lisa Hinojosa commented
The easier the better anything to save time.
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Nate M commented
Anything that would make our office more efficient would be awesomeness!!!
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Peter Banus commented
We do not have this capability yet? Why not? This makes my job easier!
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Shawn Peters commented
I know I can't be the only person who wants this functionality...Anybody else? Please vote for this if you want it also...
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Ron First commented
I'd like to use this type of feature of adding notes automatically via email, but without having to change my email provider to Redtail.
Please add this feature!
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shawnrpeters22 commented
Also, if you do this, you should look at adding a few unique email dropbox addresses that would allow a user to add an activity via email. The subject would be the activity and the body would be the "Notes" for the activity.
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shawnrpeters22 commented
Sorry. I'm reposting this in the Project Leapfrog. I accidentally posted this in the wrong section...my bad.
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shawnrpeters22 commented
**This does NOT need to be hosted email with RT** It can be ANY email provider. The only key here is the unique dropbox email address.
Also, if you do this, you should look at adding a few unique email dropbox addresses that would allow a user to add an activity via email. The subject would be the activity and the body would be the "Notes" for the activity.