Capture incoming Emails from your Outlook Office 365 Inbox

BigContacts offers a powerful tool known as a "custom email" that allows you to automatically capture incoming emails and store them in the appropriate contact records. This great feature works with any email account. Below are the steps to set this up. This requires a one-time setup for each user on your team, and after this setup is completed, it will work automatically for you in the background.

1) Locate your "Custom Email" address in BigContacts

Each user on your team will have a unique "custom email" address. Below are the steps to get your unique email address.

1. Click on the "Admin" Tab in your system.
2. Under the "Manage Users" section, you will select the "Add/Edit Users" link.
    

   

3. Here, you will see a row with your name and a link labeled "Request Custom Email."

    

4. When you click this link, it will create a unique email address just for you.

2) Set up a rule in Outlook Office365 to "RE-DIRECT" a copy of incoming emails to your BigContacts "Custom Email"

IMPORTANT NOTES: 

• You want to follow the steps to choose the RE-DIRECT option for incoming emails. Do not choose the FORWARD option, as this will forward the entire email and remove a copy from your Outlook inbox.

• CLICK HERE for a direct link to Microsoft Support that shows you how to set this up (again, you want to choose the RE-DIRECT option).