Smart Inbox User Manual

How Smart Inbox Works

Any email you wish to have attached to Act! must be sent to your dedicated email address (learn more about this in our Install Guide). There are a few ways you can do this:

1. cc or bcc the dedicated email address - Smart Inbox will attach the email to the Act! contact whose email address matches the "to" field of your email.
2. Forward an email to the dedicated email address - If you do this you need to tell Smart Inbox which Act! contact you want to assign the email to. Do this by modifying the subject line - insert the Act! Contact's email address, followed by the pipe character "|" and then the subject line. E.g. John.Smith@Mail.com|Quote Details

Smart Inbox is setup to check your dedicated email address every "X" minutes, as defined in the settings. When new emails are received it will processes each of them and will create a new contact history record in Act!, where applicable.

Smart Inbox also checks to see if the Email address of the original recipient exists in ACT, this check is performed on all the Email fields in the ACT! Contact entity. If a match or multiple matches are found the Email is added as a history entry to all the matching contacts.

With this setup, Smart Inbox enables you to attach emails from any client and from any device.

 

About Attached E-mails

Since Smart Inbox is designed to be client neutral, Email messages attach as HTML files so that they can be viewed by any client without the need to have other software installed (e.g. Microsoft Outlook). If an Email message contains attachments then a zip file which includes the email message plus all attachments is created; this zip file is then added as an attachment to the ACT Contact history record.