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Setting up your Dropbox
... Setting up your Dropbox Click Start > Preferences > Email Dropbox > Create Dropbox . This will generate a Dropbox ...
Setting your Preferences
... Setting your Preferences Click Start > Preferences to access your User Preference options. Within the General section you can: ...
Using your Dropbox
... Using your Dropbox Once you've set up your Dropbox you can start sending emails to it. Typically there are two ways that you might send emails to yo ...
Introduction to Email
... Introduction to Email Workbooks enables you to send emails directly to your business contacts and record these emails against the relevant records so that y ...
Email Dropbox
... Introduction to Email Dropbox If you have emails that were either created outside Workbooks (in Outlook or Google Mail for example) or you've received emai ...
Workbooks Dropbox and Outlook Connector
... Workbooks Dropbox and Outlook Connector Should I use Workbooks Dropbox or Outlook Connector ? Both the Dropbox and the Outlook Connector ca ...
Introduction to Preferences
... Introduction to Preferences It's important that you can control how Workbooks operates for you, so we recommend that you take some time to set up your Prefe ...
Attaching emails to Workbooks records
We were considering saving all our incoming support email as attachments to the Case or person record. We'll often however get customers attaching large files to these emails. Does workbooks impose a size limit to how large these files can be (I guess n ...
Dropbox email matching problems
I have set up email dropbox and created rules to autoforward and auto cc emails. When I set up dropbox I chose notify me when there are dropbox email matching problems with the expectation that Workbooks would flag up when it had been unable to at ...
How to automatically cc/bcc the email dropbox when sending emails in Outlook
It is possible to automatically cc/bcc your email dropbox address when sending emails from Outlook. This may be done for several reasons, but the most common reason we hear is so that users don’t forget to cc/bcc their dropbox. P ...
How can I get customer email replies to appear in Workbooks without manually forwarding them to the Dropbox?
I would like emails to automatically appear in Workbooks rather than having to manually forward them. Create a rule in your email Create a rule in your email client to automatically forward the emails. Prerequisite: Your Workbooks Dropbox ...