Capture incoming Email from ANY Email inbox (Email Dropbox)
- Click on the "Admin" Tab in your system
- Under the "Manage Users" section you will select the "Add/Edit users" link
- In here you will see a row with your name and a link labeled "Request Dropbox"
- When you click this link, it will create a unique email dropbox address just for you!
2) Forward a copy of incoming emails to the "email dropbox"
Now that you have located your unique email dropbox address you will want to follow these steps to complete the set up to begin capturing and storing all incoming emails to the appropriate contact records.
- Log into the account where you had your email inbox. (This would be your email provider like Gmail or Hotmail or Yahoo etc.)
- You'll locate the "settings" link in your email account. In here you will want to find the section pertaining to "Incoming email".
- Finally, you will locate the field where you can enter your email dropbox address so that you would like to forward a COPY of your incoming emails too.
In short, you are locating the settings in your email inbox that allow you to forward a copy of all incoming emails to this email dropbox address. By forwarding a copy of all of these emails to this special dropbox address, our system can then sort and store emails for contacts that we find a match.
It is important to note that for any email that we received were we do not find a match in your system, we will not store that email and clutter up your account. We only store emails in contact records where we find that email address in the FROM field of the email exactly matches what you have in the contact record.
- Click on the "Admin" Tab
- Under the "Manage Users" section select the "add/edit users" link
- Click directly on the dropbox address listed to the right of the user's name and color.
- A screen will open that will show up to the last few emails that have been forwarded through your dropbox.
- Here you can check to see if any emails are being delivered to that user's dropbox. At the very end of one of the email string you will see "saved to".
- If there are names after any of these emails then the dropbox system is working. The name after "saved to:" shows you where (if at all) the email was stored (the name of the contact record).
- The dropbox feature is designed to keep a copy of an email for historical purposes for the primary contact. If you have your email provider forwarding a copy of incoming email to your dropbox, when they send you an email it will still be delivered to your regular email inbox and a COPY will be stored in the Contact's history folder in BigContacts. The dropbox will only store an email if it finds a match in the home email or office field of the
contact, not the spouse or family extensions of the contact.
- The dropbox DOES NOT store emails if they are coming from an email address that matches a user on your system. This means if you are testing your dropbox set up you will need to send an email FROM an outside email address (one that does not match your BigContacts username/email address) and TO a contact in your BigContacts system that you know has a matching email address in your BigContacts database.
- Please allow approximately 5 minutes for the email to be sorted and stored within the system. When the email is stored you should see it in the "Contact History" Folder in the in the Contact Record.
- Make sure that you have a contact record in your system with an exact matching email address before you test your dropbox. If you do not have a contact record with a matching email address, the email will not be stored.