Did Ya Know, email attachments are now saved in CORE CRM Contact History?!
With our gmail and outlook sync tool we have always captured and recorded email messages in your Contact History. But now we save the full email, attachments and all! Even if you delete it in your email application, your History is safely stored in RealNex CRM. What’s more it’s easier than ever to find.
Ever try to find an email and had to scroll through endless junk and clutter? Now it’s all neatly organized so you can easily look up your History with any Contact and find all your emails, select the one you are looking for, pop it open and any attachments are at your fingertips. What a time saver…and safety net!
To learn more about how to take advantage of this great new efficiency tool watch this quick video.
We hope you are doing well and we look forward to continuing to support you with valuable tips and training on how you can make the most of the RealNex platform particularly during this difficult time.