Manage personal e-mail address

You can use a BCC address, your personal e-mail address, to store e-mails directly in Scopevisio.

The personal e-mail address

Your personal e-mail address is an internal Scopevisio address that is only linked to you personally. It is used to send receipts or other information directly to the system by e-mail and to store them in a suitable location.

For example, you can archive business letters, create tasks, update contact files and upload documents.

Mailagent - Settings

Select System menu > System administration > Email administration > Manage personal email address.

In the form that opens, you have many options for customizing your personal email address. The numbering corresponds to the numbers in the figure below.

1. If you click on the Personal e-mail address link, the e-mail address is displayed as a QR code. You can save the address to your smartphone using a QR app.

2. Click on the link to open your email program and enter the address as the recipient.

3. Enter a simple name for your personal e-mail address under Alias.

4. Use the copy button to copy the e-mail address to the clipboard and save it in your e-mail program as a contact under the alias. You can then simply paste the address into emails that you want to forward to Scopevisio. If you also use e-mail commands, the e-mails are automatically saved where they belong.

5. Only activate the option Add as BCC in the e-mail program if you want all your written e-mails to be saved directly in Scopevisio under Incoming e-mails. You can then assign them to your processes. Caution: This means you lose control over which emails are transferred to Scopevisio and may make your contact files confusing.

6. If no explicit action is specified in the subject or text of the email, specify here how Scopevisio should handle emails received via this personal email address.

7. In the security settings, you can now choose from a range of options, each of which relates to an entire group of contacts. This is where the "all or none" principle comes into play, as you do not have the option of selecting individual contacts. Either all contacts in the proposed group are activated for the function by selecting "Yes" or none if "No" is selected. To the right of the selection field, you can see once again in detail to whom the definition "all contacts/suppliers/customers/partners" refers.

8. Your personal e-mail address initially only accepts e-mails from the e-mail address that you also use to log in to Scopevisio. You can therefore enter up to five additional e-mail addresses in this section from which e-mails will be accepted (e.g. your external call center or your private e-mail address).

9. If you would like to create a history of your emails and other communication with your contacts as a timeline, you can also enter the emails as comments in the contact details. This allows you to edit the email content, add keywords and save additional files to it.

Save your entries.