- Introduction to Email Dropbox
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Dropbox enables you to control which emails are stored within Workbooks and which records they're related to.
- Raising Workbooks Cases using Web2Case - a worked example
- Deleting cases
- How to automatically cc/bcc the email dropbox when sending emails in Outlook
- Dropbox email matching problems
- Attaching emails to Workbooks records
- How can I get customer email replies to appear in Workbooks without manually forwarding them to the Dropbox?
- Receiving Emails
- Making the Object Reference visible on the main tab of a record
- Automatic Salutation filling for Person Records
If you have emails that were either created outside Workbooks (in Outlook or Google Mail for example) or you've received email in your Inbox that you want to store against the relevant record(s) in Workbooks, you can use the Dropbox functionality.
Put simply, the Dropbox is a special email address (different for each Workbooks user). When emails (up to 16MB each) are received by that address, Workbooks searches the database to find the right record(s) to store the email against. You can store the same email against many different records within Workbooks (up to a maximum of 500 per email). For example, you might want to store one email against not only a Person, but also against a Case that the Person has raised. This can be achieved easily by including Object References in the emails you forward to your Dropbox.