Add Contact Note by BCCing or Forwarding to an email address

Not planned

Permanently deleted user

April 20, 2012 14:50

This was suggested by a board member at CCV (Peter). He gets lists of donors/prospects to contact (mostly by email), then emails updates to a staff member, who then does the data entry. His idea is to create an email address that would automatically create a contact note in the Databank. The sticky part, I think, is accurately matching the contact entry to the correct member  record. We figured it would have to match to the member record based on the email address in the bcc'ed or forwarded message.

3

• 

  Travis Leiker

  May 15, 2012 16:55

  Fantastic idea.  Very helpful.  Convio has this tool and it made my life so much easier in the past. 

  0
• 

  Ben

  June 25, 2012 21:29

  We also would very much like to see this happen.

   

  It would make the most sense for the email received by TDB to look at the recipient address, record a contact note on the corresponding TDB Member's record, list out the sender's address as either the "Contacted By" or as part of the body of the note, and leave a note of contact. Maybe also the body of the email message?

  Another question: would it be possible for TDB to read the name of the sender, not the email address itself, and have that be the "Contacted By" field value?

  0
• 

  Chandra Brown

  March 28, 2018 14:43 Edited

  Yes!  BCC an email into the personal notes field will make the Databank much more functional for us.  We use a separate database system that does this (Insightly) for managing high-touch communications and contacts.  Putting all of this into a single system is critical for our mission and effectiveness.

  0

Please sign in to leave a comment.