Support

Emails you receive from known contacts can be automatically forwarded into your CRM account. 

This means that a copy of any email you receive from a customer or supplier, for example, will be stored inside that contacts record, within the email history as shown in the screenshot below:

At your email server end you set up an automatic forward of emails to your domain into your CRM dropbox address. 

As a result of the above, we are able to set up a default setting that will only forward in emails from 'known contacts' so long as they are a contact with their email address already logged against their record inside the database.

This prevents spam emails from being sent into the CRM system. 

To set this up on your CRM account please contact our Support Helpdesk.