How to Store Emails in BIGContacts When Sending from Outside the System

If you prefer to send emails from your standard email provider instead of within BIGContacts, you can still store them in the correct contact records. Using your BIGContacts custom email address will automatically save a copy of your sent emails.

Why This Matters

• Keep All Emails Organized – Ensure every conversation is logged in the correct contact record, even if sent from outside BIGContacts.
• Maintain a Complete History – Track email exchanges seamlessly, avoiding lost or scattered communication.
• Simple, One-Time Setup – Once you generate your custom email address, storing emails requires just adding it to the BCC field.
   

How to Get Your Custom Email Address

1. Go to the Admin tab in BIGContacts.
2. Click Add/Edit Users under "Manage Users."
 

3. Find your name and click Request Custom Email.

4. BIGContacts will generate a unique custom email address for you.

How to Store Emails in BIGContacts

1. When composing an email from your standard provider (e.g., Gmail, Outlook), add the recipient(s) in the To or CC fields.

2. In the BCC field, enter your BIGContacts custom email address.

3. Send the email as usual.

Important Notes

• The email will only be stored if the recipient’s address matches an existing contact in your BIGContacts system.
• An email sent to multiple contacts will be stored under each matching contact’s record.
• This method does not work for internal emails (emails from the same address registered in BIGContacts).

Following these steps, you can record all client communication in BIGContacts, even when sending emails from outside the system.