BigContacts Product News

Use Email to "Remotely" add Notes to your Contact Manager

  

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How often do you find yourself out of the office and you need to add an important note to one of your client or prospect records? 

You could do this the old-fashioned way by writing it down on paper and then typing it in to your contact management system when you get back to the office.  You could even email yourself the notes and then later copy and paste them into the correct contact record within your contact management software when you get back to the office.

At BigContacts, we're constantly looking for ways to streamline your business and help you realize greater efficiencies.  We have just released our "remote notes" feature that will help you do just that.  This new feature allows you to open your email from any device (eg. your mobile phone), type the notes from a recent meeting, call, etc and email this directly to our system. We will automatically sort and store the details of that note to the appropriate contact record.

Its that simple, with one email you can capture, sort and store your notes while they are fresh on your mind; eliminating this task when you get back to the office.

Here's how you do it:

1. Open your email program
   
   
2. In the "TO:" line you will enter your BigContacts Email Dropbox address (If you don't have a dropbox, click here to find out how you can get one)
   
   
3. In the "Subject:" Line you will type:
   1. Note (your contacts email address)
      1. You will want a single space between "Note" and the "email address" on the subject line
         
         
4. In the Body of the email you will type all the details of your note.
   
   
5. Send the email and within 10-15 minutes it will appear in the contact record and is now a part of the history for that contact.

If you have questions on this new feature or any other aspect of BigContacts, please feel free to email us directly at support@bigcontacts.com or join us for a live chat session.