![]() |
|
Adding a note via EmailTo add a note to a contact or project the subject should be "note". Notes can be added to a contact or project. The first row in the body of the email should start with either: name, company or project. Then the name of the contact, company or project. The database will search for all matches and enter the note in each record. The rest of the email can be multiple rows of data and will appear as the note, the first row will not be included. If there is no match the email will be stored and you can manually assign it or create a record later and re-process the email. name John Doe he called today to discuss getting started. wanted a call next week I will call him next Monday |
Contact Management Contacts Searching Grouping Important Dates Custom Fields Import & Export Capture from Web Forms Calendar Adding Items Calendar & Lists Alerts Templates Creating New Contacts Adding Notes Adding Calendar Items Linking to Contacts Projects Using Projects Linking to Contacts Document Storage Administration User Access Billing Signup for FREE Now |