How to Capture Incoming Emails from Any Inbox in BIGContacts (Custom Email)

Managing email communication efficiently is crucial for staying on top of client interactions. BIGContacts' Custom Email feature automatically captures incoming emails and links them to the appropriate contact records. This ensures all conversations are stored in one place for easy access. The setup process requires a one-time configuration per user, after which emails will be logged automatically.

Why Capturing Emails Matters

• Keeps Contact History Complete – Stores all incoming emails directly in contact records, eliminating the need to search through inboxes.
• Works with Any Email Provider – Compatible with Gmail, Outlook, and any other email service.
• Reduces Manual Data Entry – Automatically links emails to contacts, so you don’t have to log them manually.

When to Use Custom Email Capture

• Tracking client or lead communication without manually saving emails.
• Keeping a centralized email history for sales, support, or project discussions.
• Ensuring email records are attached to the correct contact in BIGContacts.

Steps to Set Up Custom Email Capture

1) Locate your "Custom Email" address on BIGContacts

Each user on your team will have their own unique "Custom Email" address. Below are the steps to get your BIGContacts Custom Email address.

• Click on the "Admin" tab in your system.
• Under the "Manage Users" section, select the "Add/Edit Users" link.

• You'll see a row with your name and a link labeled "Request Custom Email."
• When you click this link, it will create a unique Custom Email address just for you!

2) Forward a copy of incoming emails to the "Custom Email"

Now that you have your Custom Email address set up email forwarding in your email provider’s settings.

• Log into the account where you have your email inbox (e.g., Gmail, Outlook).
• Find the settings link in your email account. Look for the section titled Incoming email.
• Locate the field to enter your custom email address and forward a copy of your incoming emails to it.