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This article has been updated for the latest version of Less Annoying CRM. If your CRM looks different, you can click here to upgrade to the newest version of LACRM!

Logging emails

Here's how to save copies of your emailed correspondence on your contacts:

  • First, find your unique email logging address on your Email settings page.
  • Make sure any email address you use is listed on that page as an "Approved email address."
  • To log an outbound email, BCC your CRM email logging address before sending. LACRM will log a copy of the email to the contacts in the To: and CC: fields only.
  • If you're already in the CRM, click on a contact's email address to launch a new outbound email in your default email program, and it will log automatically to the CRM. (Please note: you can set this up the first time you click on an email in LACRM, or go to your Email settings page to set it up.)
  • To log an inbound email, forward the received email to your CRM email logging address. LACRM will log a copy of the email to the sender's record, including any attachments.
Next up:
Tools for auto-BCCing emails to LACRM
Keywords:
Email logging, saving emails, email integration, outlook integration, gmail integration
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