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:

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

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:

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

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.

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