Help & Tips/Advanced Features & Integration/Tips & Tricks

Attaching/Storing Email to a Contact

Jerry
posted this on June 23, 2010 11:13

 

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Did you know that ContactMe works with email too?  Yup, it does!  You can forward an email to your ContactMe account and file it by attaching it to one of your contacts.  You can also copy ContactMe on an email you're sending to one of your contacts.  Here's how:

 

Send email to a contact and to their ContactMe profile

 

  1. Make sure the email you're sending is from the same email address (yours) that is on your ContactMe account.
  2. Make sure the email is addressed to the same email address that's on file for that contact in your database.  ContactMe will search the email and match it against your contact database for a contact name so that it can attach and store the email.  If no contact currently exists for that name, ContactMe will create one for you automatically!
  3. Finally, either CC or BCC the email to post@contactme.com

 

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Forward email from a contact to their ContactMe profile


  1. Make sure the email was sent to the same email address that you have on your ContactMe account profile for yourself.
  2. FORWARD the email to post@contactme.com

 

Here are a few neat tricks to make it easy for you:

 

Once in the Contact view of an individual contact, on the "Note" tab, click on the down arrow to bring up the menu for the type of note you're about to enter.  Then click on "Email", and you'll see a message pop up that reminds you of the two different ways you can attach an email to that contact (thereby storing it for future reference):

 

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If you click on the "post@contactme.com" link, a new email will pop up (from your default email account) that is auto-populated with proper way to attach and store the email:

 

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In addition, try clicking on the Contact's email address in the same view:

 

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Once you click it,  you'll see the same, auto-populated email pop up:  

 

Post_Auto_Pop_Email_Link.jpg

 
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