Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Workbooks Support: Your Go-To Guide
- Releases & Roadmap
Email Dropbox
If you have emails that were either created outside of Workbooks (in Outlook or Google Mail for example) or you’ve received an email in your Inbox that you want to store against the relevant record(s) in Workbooks, then you can use the Dropbox functionality.
Put simply, the Dropbox is a special email address, and will be different for each Workbooks user. When emails (up to 16MB each) are received by that address, they are sent into your Workbooks database. Workbooks then searches 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.
NOTE: As an alternative to using the Dropbox, you might want to use the Workbooks Exchange Server Sync (WESS) functionality to get your emails into Workbooks.