attachedapps Support

Product Updates April 25, 2016

New way to track Email in Sales and Customers apps

We have made it much simpler to track Email for Opportunities and Projects. 

Subject-Line based Email Tracking in the Sales and Customers apps has been replaced with Contact-based Email Tracking.

This means that the email tab in a Sales Opportunity or a Customer Project now contains any Email correspondence that has been profiled for the opportunity/project contacts.

 

The new Settings tab for Email Tracking is pictured below. As noted in the text, there are choices to both Enable Email Tracking generally (or not), and then two choices for how you would like for Email tracking to be implemented.

If your firm Administrator chooses the "Automatically select all Email addresses for Tracking" option, we will update the PRIMARY Email address for every contact record in your database by turning on the "Track Email" checkbox.  From that point forward all Email correspondence between staff members and those email addresses will be tracked accordingly.

The default choice is "Manually select Email addresses for Tracking".  With this option, you can selectively pick and choose which Email addresses you wish to have Email correspondence tracked for in the Email tabs..

Have more questions? Submit a request

1 Comments

  • 0
    Avatar
    thomas

    I totally agree with linking emails to accounts via Contacts vs Subject Lines of emails.  Subject lines may have no connection or mention of the account or project, etc.  However, one or more of the Contact's email addresses is already in our AttachedApps database for accurate linking.  I also like having the ability to automatically track emails without having to remember to check that box when setting up new contacts.  Keep it going AttachedApps !  This is really becoming a powerful business tool.  - Tom G

Please sign in to leave a comment.