How to catalog email associated with a record

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  • Updated 6 years ago
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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.

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Posted 6 years ago

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dwhawe, Champion

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Please look at the QuickBase partner page. There are vendors that provide that service.
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