Email Dropbox (Deprecated)
This functionality is no longer supported (June 2023)
You can track emails sent and received from your clients using your Email Dropbox.
Any email sent to your Upvise Dropbox email will create a Note in Upvise, linked to the Upvise Contact with the corresponding email. Any file attachments in the email will also be stored in Upvise.
The email Notes can also be linked to a Project, Deal, Job.
Find your Dropbox email:
Goto your web account Settings. Your dropbox email is displayed in the My Account page.
Automatically track sent emails
When the 'Bcc my email dropbox' setting in the
Options menu / General tab is checked, every email sent from within Upvise automatically adds your Upvise dropbox email as a Bcc recipient.
This means that all the emails that you send to clients are automatically stored as a Note in Upvise.
Emails created via the Dropbox are accessible from each Contact view in Upvise, as well as in the Notebooks app / Emails section.
