Email Dropbox
When you receive emails from leads, customers, suppliers, or other business partners, you may want to link them to their relevant records in BizCentric. While one approach is to save the email and upload it as an attachment, this can become a cumbersome process. BizCentric provides a more efficient solution through its “Email Dropbox” feature.
Once activated, each record in BizCentric will be assigned a unique email address. You can simply click on this email address to copy it to your clipboard, allowing you to easily add it to the “To”, “Cc”, or “Bcc” field of the email you wish to send.
1. Enable Email Dropbox Feature
In Email Account, check ‘Enable Email Dropbox’.
2. Copy Unique Email Address in Any Record
Once the Email Dropbox feature is enabled, the unique email address becomes visible in all the records. You can click on the same and the address is copied to your clipboard. You can directly paste it in ‘To’, ‘Cc’ or ‘Bcc’ and send the email.
3. Email in Timeline
Once the email is received, BizCentric attaches it to the appropriate record, and it will be visible in that record’s timeline.