Customer Forums
Email & Dropbox
If you have a question about emailing to/from Workbooks or a general email query please post it here. (For queries specific to the Outlook Connector, please check the Forum above.)| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| 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 ... |
3 | 1 year 50 weeks ago by Kevin Jones |
3 weeks 4 days ago by Support |
| How to automatically cc/bcc the email dropbox when sending emails in Outlook ... |
0 | 7 weeks 2 days ago by Support |
n/a |
| Email Template time/date special placeholders There are some additional time/date placeholders that you can use when creating an email template. These do not appear in the dropdown picklist when setting a placeholder so you will have to set them ... |
0 | 9 weeks 4 days ago by Support |
n/a |
| Problems sending emails I am having a problem sending emails from workbooks using my own domain's mail server I am using the same configuration on other web based applications (and on my phone too) and they al... |
2 | 13 weeks 2 days ago by MarcoLavanna |
13 weeks 2 days ago by MarcoLavanna |
| 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 Work... |
1 | 16 weeks 1 day ago by Anonymous |
16 weeks 1 day ago by Support |
| Can multiple e-mail addresses for the same contact be accommodated? Can multiple e-mail addresses for the same Person or Sales Lead be accommodated? I have a Person that regularly emails from different email addresses - a work email address and a home email address. ... |
3 | 2 years 15 weeks ago by Anonymous |
36 weeks 5 days ago by jkay |
| Sending images in Workbooks emails Hi, We use the Case functionality in Workbooks and often would like to be able to cut & paste an image (usually a screen shot) into the repsonse to help the customer resolve their original questi... |
1 | 39 weeks 1 day ago by KevinJones |
37 weeks 3 days ago by Support |
| Email attachments from Upload Library Hello, I understand it is possible to send links in emails to allow the recipient access to a file/files in the Upload Library. Is it also possible to select files from the Upload Library to send as... |
1 | 44 weeks 1 day ago by Paul Stroud |
43 weeks 2 days ago by jkay |
| Link email to contact via outlook connector I am sharing my emails with workbooks when I send them from outlook and create a relationship if the client is entered as a contact but if the client is not entered as a client where does the email go... |
1 | 1 year 5 weeks ago by JustineRoden |
51 weeks 4 days ago by jkay |
| Alternative Email Addresses and Dropboxes I have been doing some testing with Dropboxes and Person Alternative Email Addresses and so far I have found the following: alt email addresses are not checked when workbooks verifies is ... |
1 | 1 year 6 days ago by mark.r.kearns |
1 year 1 day ago by jkay |
| Reply address configuration I want to define the reply email address. For instance: the SMTP server configured in Workbooks is @gmail.com. The email recieved by the recipient shows the @gmail.com address. I would like t... |
6 | 1 year 14 weeks ago by declerck.luk |
1 year 9 weeks ago by LaylaZakaria |
| Why does delete email from 'my email' also delete it from contact? Hi, When I add an email from 'my email' to a contact (or else) I cannot delete it from 'my email' without deleting it from the contact. How can I delete from 'my email' but store the email under the... |
1 | 1 year 31 weeks ago by diddek |
1 year 10 weeks ago by jkay |
| Receiving Emails I´ve already set my email account to send messages from Workbooks. Is also possible to see received emails in the Workbooks Desktop - Email Module and let them in Gmail ... |
2 | 1 year 12 weeks ago by bramos |
1 year 12 weeks ago by bramos |
| Error message when saving a contact Hi I am getting the following error message when trying to save an amended contact details? We are sorry there has been an error. Workbooks has recorded the incident with reference: 749... |
1 | 1 year 17 weeks ago by melvyn |
1 year 17 weeks ago by melvyn |
| Email signature Hi I am trying to add an email signature but I cannot find the item in the menu on the left hand side?... |
1 | 1 year 17 weeks ago by melvyn |
1 year 17 weeks ago by melvyn |
| How to configure Gmail as your email server To configure Gmail follow the instructions on this Gmail page: Configuring other mail clients. A screenshot is also included below - click to enlarge. Note: You must remember to se... |
2 | 1 year 35 weeks ago by Support |
1 year 29 weeks ago by Support |
| How to organize email in 'my email' Hi, Currently, when I send an email to my dropbox, it gets listed under 'my email'. Is it possible to organize these in directories? If not it will become an endless list of emails in 'my email'.... |
1 | 1 year 31 weeks ago by diddek |
1 year 31 weeks ago by Support |
| Bulk email How do I send a bulk email via Workbooks?... |
2 | 2 years 18 weeks ago by Anonymous |
1 year 33 weeks ago by Support |
| 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.... |
3 | 2 years 16 weeks ago by Anonymous |
1 year 47 weeks ago by Support |
| Why isn't my email template displaying the field values? Why isn't my email template displaying the field values? It's just displaying the field names / place holders e.g. "Dear @firstname@," is being displayed rather than "Dear John,&q... |
1 | 1 year 47 weeks ago by Anonymous |
1 year 47 weeks ago by Support |
| Creating Email notifications I know that you can set up an email notification for activities & meetings but can you also create an email notification to advise you that a transaction document has been assigned to you?. ... |
1 | 2 years 15 weeks ago by finance |
2 years 15 weeks ago by Support |
| Can I exclude people from mailing list who have opted out of being emailed? I've created a report of people I want to email in bulk, using a mailing list, but don't want the email to go to anyone who's already told us that they don't want to be mailed. How can I do this... |
1 | 2 years 15 weeks ago by Anonymous |
2 years 15 weeks ago by Support |
| Email templates How is the list of email templates controlled? ... |
1 | 2 years 18 weeks ago by Anonymous |
2 years 18 weeks ago by Support |
| Sending Email When I type a person's name into the recipient box on an email their name doesn't appear. Why not?... |
1 | 2 years 18 weeks ago by Anonymous |
2 years 18 weeks ago by Support |