How to catalog email associated with a record

  • 0
  • 1
  • Question
  • Updated 6 years ago
  • Answered
I would like the system to catalog email communications that our sales rep's have with current and potential clients. Aside from forcing them to log in to the system every few minutes to copy and paste their emails into an activity, i was hoping there may be some sort of office outlook plugin or some other method that users have come up with. Other applications offer this functionality so I can't imagine i'm the only one with this ask.


Photo of Ringoparr

Ringoparr

  • 854 Points 500 badge 2x thumb

Posted 6 years ago

  • 0
  • 1
Photo of dwhawe

dwhawe, Champion

  • 876 Points 500 badge 2x thumb
Please look at the QuickBase partner page. There are vendors that provide that service.

http://quickbase.intuit.com/partners
Photo of Mark_Shnier

Mark_Shnier

  • 590 Points 500 badge 2x thumb