Author Topic: Is it possible to add emails to contacts? (Read 710 times)

alainb · March 11, 2013, 08:34:36 am

You receive emails from your contacts in your (Outlook) mailbox. But you want to store some of these emails in CRM, so they can be seen when you or your collegue opens the form of that particular contact.
Is it possible to do so in CiviCRM?

xavier · March 11, 2013, 08:43:06 am

Hi,

There is a mail to activity feature (check out our book.civicrm.org chapter) that allows you to convert all mails sent to thecivimailbox@example.org into an activity and create the contact if needed.

Unfortunately, if doesn't work with forwarded emails, so you can't simply forward, but you can reply and put thecivimailbox@example.org in the BCC.

Another option is to have an imap folder "civicrm" and configure civi to read only this folder.

So from outlook, you'd simply move the email you want to record to this folder.

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Author Topic: Is it possible to add emails to contacts? (Read 710 times)

alainb

Is it possible to add emails to contacts?

xavier

Re: Is it possible to add emails to contacts?