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Email & The Dropbox

The Email Dropbox

Tactile CRM is designed to work easily with all mail clients. Each user has their own ‘dropbox’ a unique email address you can forward emails to, or BCC when you send one. The email will then be attached to the correct contact record in Tactile CRM.

Here’s how to use it in more depth. Whenever you click on an email address in Tactile CRM we’ll automatically BCC in your dropbox address, both for the built in Tactile CRM Mail client and when you use your own email client.

If you want to add it to your mail clients address book, or automatically BCC it when you send email or forward all email to it, you can find the dropbox address in the email tab:

Find your Dropbox Address

Opportunities each have their own unique dropbox too so you can use that instead of the main dropbox to attach an email.

Tactile will manage emails as you send them, and forwarded messages as follows:

  1. If you bcc your dropbox when emailing somebody it will attach the email against them
  2. If you forward an email somebody sent you it will attach the email against the original sender
  3. If you forward an email you sent somebody but forgot to bcc originally it will attach it against the person you originally sent it to

How do I do a ‘mail merge’?

Tactile CRM doesn’t have a built in ‘mail merge’ system, instead it provides the ability to export contact data (organisations and people) so that you can use it in other applications, such as [Open]Office to perform mail merges, or mass emails with your current mail tools.

Sending email from Tactile CRM

With Tactile CRM Email enabled, whenever you click on an email address a window will open allowing you to send an email to the user.

Sending an Email

As an admin, you can specify sitewide emails that all users can send from (sales@tactilecrm.com would be an example of an email you’d want everybody to be able to send from), and turn on and off the ability for users to use their own email addresses. You can also turn off Tactile CRM Mail completely so that email links open your normal email client:

Shared Email Addresses

As an admin you can set up email templates so that users can easily send emails that you regularly use:

Email Templates

Before you can send an email from within Tactile CRM you need to verify your email address, just click the ‘Send Verification Email’ button when you click on any email address (for the first time), we’ll send you a unique link, click it and you’re good to go. If you want to use more than one email address just click on your preferences and you can add more from the email section.

Verify Your Email Address

How do I turn off email links

If you don’t want to use Tactile CRM’s built in email, you can easily turn if off in the admin area so that your normal email client opens instead (this is only available on paid plans):

Turn off Email Links

Simple untick the ‘Enable TactileMail’ link and it will automatically restore links to your default mail client.