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 |
|---|---|---|---|
| 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 ... |
0 | 3 days 9 hours ago by mark.r.kearns |
n/a |
| 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... |
0 | 4 weeks 4 days ago by JustineRoden |
n/a |
| 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 | 13 weeks 6 days ago by declerck.luk |
8 weeks 5 days 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 | 30 weeks 5 days ago by diddek |
9 weeks 5 days 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 | 11 weeks 5 days ago by bramos |
11 weeks 4 days 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 | 16 weeks 4 days ago by melvyn |
16 weeks 4 days 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 | 17 weeks 1 hour ago by melvyn |
16 weeks 6 days 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 | 34 weeks 5 days ago by Support |
28 weeks 6 days 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 | 30 weeks 5 days ago by diddek |
30 weeks 5 days ago by Support |
| Bulk email How do I send a bulk email via Workbooks?... |
2 | 1 year 17 weeks ago by Anonymous |
32 weeks 6 days 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 | 1 year 16 weeks ago by Anonymous |
47 weeks 2 hours 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 | 47 weeks 1 day ago by Anonymous |
47 weeks 1 day ago by Support |
| 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 ... |
1 | 50 weeks 19 hours ago by Kevin Jones |
50 weeks 2 hours 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. ... |
2 | 1 year 14 weeks ago by Anonymous |
1 year 13 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 | 1 year 14 weeks ago by finance |
1 year 14 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 | 1 year 15 weeks ago by Anonymous |
1 year 15 weeks ago by Support |
| Email templates How is the list of email templates controlled? ... |
1 | 1 year 17 weeks ago by Anonymous |
1 year 17 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 | 1 year 17 weeks ago by Anonymous |
1 year 17 weeks ago by Support |