Using a BCC address, your personal e-mail address, you can store e-mails directly in Scopevisio.
You can assign special e-mail addresses to your business partners to optimize collaboration. For example, suppliers can send their invoices directly to your invoice receipt book.
The Office Connector for Outlook offers additional, convenient options for working with emails.
Display incoming e-mails
Select Organization > Emails > Email correspondence to view the transferred emails. If the emails could be assigned using the sender addresses, they are also stored in the contact management for the corresponding contact.
Emails that could not be assigned to a contact can be subsequently assigned to a contact, a project or a task using the Edit assignments button.
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You can also delete emails, but please note that you are legally obliged to archive business letters and their attachments for at least 10 years.
Recognize and edit email assignment errors
This can have various causes: Open the email you have sent in your email program and answer the following questions, depending on your use case. Only if you can answer all questions with Yes can an assignment be made in CRM.
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