BigContacts Product News

Use Email to "Remotely" assign Tasks in BigContacts

  

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Ever think of a task you need your assistant or someone else on your team to get working on ASAP?  How do you best record this task and ensure that nothing falls through the cracks?  You could send them an email and hope that they get things done and update you with their progress, OR you could remotely send this task to BigContacts - your web based contact management system - ensuring that the task gets recorded in the proper client or prospect's contact record right then and that the task gets done.

We have just released our "remote tasks" feature that will help you assign tasks to others on your team right from your email!

This new feature allows you to open your email from any device (eg. your mobile phone), create the content of the task, and assign it to yourself or someone else on your team.  Within 10 - 15 minutes this task is loaded to the appropriate contact record, assigned to your team member and a notification has been sent to that person  - ensuring that they are aware of the new task.

Here's how it works:

1. Compose an email and 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)
   
   
2. In the "Subject:" field - enter "task" followed by a single space
   
   
3. Add the email address of your contact. (this must match what you have loaded in the contact record for that contact)
   
   
4. Enter the date that the task is due. This can be a relative date ("next Thursday"), or a specific one ( "May 30th" ).
   • At this point, your subject line should look like this:
     • "task johnd@gmail.com next thursday"
       
       
5. Place the contents of your task in the body of your email. The first 75 characters will be used as the title of the task. If your body is longer, the full content will be placed in the 'details' section of the task.

You are now ready to send & assign your task!

If you have questions on this new feature or any other aspect of BigContacts, please feel free to submit your questions HERE or join us for a live chat.

** Look for an update on this new feature soon as we are releasing advanced remote task capabilities to further enhance this feature!**