This ‘how to’ will demonstrate how to use emails as notes in KIM
How to find your Personal Dropbox email
- Click the User icon in the top right, then click My Account
- From here you can see your account information. Take note of your personal Dropbox email
Convert Any Received Email Message Into A Note
- Simply forward to your KIM Dropbox email the message you want to add to KIM
- The note will be linked to the contact who sent you the message. If it does not already exist in KIM, a new contact will be created automatically.
- Any attached files in the forwarded message will also be linked to this contact as well.
- To link the message to a company, project, deal or job, use the flags detailed below at the beginning of the body of the forwarded email. Keep Track Of Emails You Send To Contacts
- Click on the More/Options button in the Contacts web app.
- Check the option to automatically Bcc your KIM dropbox on every email you send from the Contacts web app.
- KIM will automatically attach a copy of your email as a note to the recipient Contact or Company. Create A New Note By Email
- Create a new email message and send to your personal email account
- Use the subject and the email body to put your note content
- Link your note to a contact, company, project, deal or job by using these flags (one per line) at the beginning of your message body
- /contact aContactNameOrEmail
- /company aCompanyName
- /project aProjectName or aProjectId
- /deal aDealName or aDealId
- /job aJobName or aJobId
N.B.: you can only specify one line for each type of flag, i.e. to link to more than one contact or company, you need to create several emails
Create A Task By Email
In the subject of the email, add the /task keyword followed by the task name
Use the flags below (one per line) at the beginning of your message body:
- /due MM/DD/YYYY
- /priority 0, 1 or 2
- /list aTaskListName
- /contact aContactNameOrEmail
- /company aCompanyName
- /project aProjectName or aProjectId
- /deal aDealName or aDealId
- /job aJobName or aJobId