Email Inbox
TurnLink's Inbox feature allows you to send emails and notes to TurnLink to be filled as Events in the applicable company's history.
To add events to your TurnLink account forward emails To: inbox@turnlink.com. When sending emails from your regular email client you can Bcc: inbox@turnlink.com.
If you Bcc: inbox@turnlink.com and TurnLink recognizes the email address in the To: field from your database, it will guess which record the email belongs in. It will be viewable from within the record AND it will also appear in your main Inbox. You will still need to confirm that TurnLink guessed correctly to permanently add the email to the company's event history. To do this, select the email by checking the box to the left of the company name. If there are multiple emails to the same company you can filter by company, check all, and Autofile them:
If TurnLink does not recognize the To: field it will place the email in your main Inbox and you can select the record you wish to file it in by clicking the menu and selecting 'Edit & File':
Note: in this situation it is best practices to add the recipient as a Contact to the record so that next time you email them TurnLink will know where the email belongs.
To add events to TurnLink when you do not have access to the web you can send notes via email to inbox@turnlink.com and use the subject line to denote the event type. Options for subject lines are:
Click Here for instrutions on sending an email from within TurnLink.
To add events to your TurnLink account forward emails To: inbox@turnlink.com. When sending emails from your regular email client you can Bcc: inbox@turnlink.com.
If you Bcc: inbox@turnlink.com and TurnLink recognizes the email address in the To: field from your database, it will guess which record the email belongs in. It will be viewable from within the record AND it will also appear in your main Inbox. You will still need to confirm that TurnLink guessed correctly to permanently add the email to the company's event history. To do this, select the email by checking the box to the left of the company name. If there are multiple emails to the same company you can filter by company, check all, and Autofile them:
If TurnLink does not recognize the To: field it will place the email in your main Inbox and you can select the record you wish to file it in by clicking the menu and selecting 'Edit & File':
Note: in this situation it is best practices to add the recipient as a Contact to the record so that next time you email them TurnLink will know where the email belongs.
To add events to TurnLink when you do not have access to the web you can send notes via email to inbox@turnlink.com and use the subject line to denote the event type. Options for subject lines are:
- General Note
- Outgoing Call
- Incoming Call
- Trade Show
- Demonstration
- Appointment
Click Here for instrutions on sending an email from within TurnLink.