How to save an email from a contact into the system
Forward the received email to email@example.com
Look for the email in [My saved Emails] or under [Actions which need your company´s attention] on the Home Page
Click the email
Add the email to your contact
If the contact is not saved, you will have the option to add your contact's details
The system will only recognise emails that have been forwarded from the email address registered on your user account.
To use this function it is mandatory that every staff member has their own unique email address and that it is registered on their user account.
No contacts (Clients) should have assigned the same Email address as any of the registered User accounts (Agents).