Difference between revisions of "Save Emails to a Member's Record Even When Not Logged In"
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<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0CJB0HA">[[http://www.screencast.com/t/GmGkbqJVB|[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.1.jpg]]]]</span> <span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://www.screencast.com/t/GmGkbqJVB|View an email showing how to archive an email]]</span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0CJB0HA">[[http://www.screencast.com/t/GmGkbqJVB|[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.1.jpg]]]]</span> <span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://www.screencast.com/t/GmGkbqJVB|View an email showing how to archive an email]]</span></div> | ||
− | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BJB0HA">In Outlook (or whatever email program you use), include your | + | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BJB0HA">In Outlook (or whatever email program you use), include your association’s unique archive address as a BCC. The software will look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under </span><span style="font-weight: bold;">Communication->Manage Unmatched Archive Emails</span> where you can go to view and manually match them to the appropriate member.</div> |
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AJB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg]]</span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AJB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg]]</span></div> | ||
<div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E06IB0HA">Figure 1-2 Example of including archive address when sending email</span></div> | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E06IB0HA">Figure 1-2 Example of including archive address when sending email</span></div> | ||
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05IB0HA">In the example above (Figure 1-2) this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com</span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05IB0HA">In the example above (Figure 1-2) this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com</span></div> | ||
− | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04IB0HA">Find your | + | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04IB0HA">Find your association’s domain address under the </span><span style="font-weight: bold;">Email Server Settings</span> section under <span style="font-weight: bold;">Setup->General Options and Settings</span>.*</div> |
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 9pt;"><span id="wwpID0E03IB0HA">*Must be logged in with Administrator permissions</span></span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 9pt;"><span id="wwpID0E03IB0HA">*Must be logged in with Administrator permissions</span></span></div> | ||
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02IB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.3.jpg]]</span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02IB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.3.jpg]]</span></div> |
Revision as of 14:11, 14 April 2016
In Outlook (or whatever email program you use), include your association’s unique archive address as a BCC. The software will look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under Communication->Manage Unmatched Archive Emails where you can go to view and manually match them to the appropriate member.
Figure 1-2 Example of including archive address when sending email
In the example above (Figure 1-2) this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com
Find your association’s domain address under the Email Server Settings section under Setup->General Options and Settings.*
*Must be logged in with Administrator permissions
Figure 1-3 Look up your domain name
Notes:
To use the archive feature, you must be sending the email from an email address that is listed as a staff email address under Setup->Employee/Reps. |
Emails forwarded or cc'd to archive@youraname when multiple members/reps in your database share the same recipient address will be recorded in Communication ->Unmatched Archive Emails. |
In cases where there are two reps with an identical email address that belong to the same member, it will be recorded on that member’s history. |