Keeping mails with a contact

Every mail with a customer can be on the contact card, with the rest of the timeline. You choose which mails you keep.

Your save address

1. Open Relations > Mail to file.
2. On top is Your save address. Tap Copy.
3. Save the address in your mail program as a contact, for example named "jb.tools". Then you never have to look it up again.

Everyone in the team has their own address, per business.

Forwarding a mail

Got a mail from a customer? Forward it to your save address. The mail is kept with the person who sent it to you, with its attachments in Documents and photos. When that person works at a company, you see the mail at the company too.

BCC when you write yourself

Put your save address in BCC when you mail a customer. Your mail is then kept with that customer by itself. The customer does not see the address.

Mailing from the contact card

The contact card has the button Send mail. The mail goes out with your own name and the name of the business. When the customer answers, the answer is on the contact card too, and you get it in your own mailbox.

No contact found?

When a mail belongs to someone who is not a contact yet, you get a notice. The mail then waits under Mail to file. Choose Keep with a contact, New contact or Do not keep there. Only you see that list.

Tap a mail in the timeline to read all of it. A kept mail is never consent for the newsletter.