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Plug-ins for Microsoft Outlook Free downloads for Outlook 2019 (32- and 64-bit), 2016, 2013, 2010, 2007; desktop version of Office 365 Outlook add-ins by AbleBits will help you streamline your email communication through Outlook by adding those in-demand features that most of Outlook users want.
You’ve probably already heard about Less Annoying CRM’s, where you can send emails to a unique email address to capture copies of your correspondence in the CRM. You can BCC your email logging address on outgoing emails, or forward incoming emails to that address to log messages.If you click on an email address in the CRM to compose a new message, LACRM has an auto-bcc feature that automatically adds your email logging address to the BCC field. But what about emails created within your email client or responses to previous emails?
Aside from saving your email logging address as a contact and remembering to key it in, some email clients have a feature or add-on that will allow you to automatically BCC your email logging address on all outgoing emails.If you want to log all of your outgoing emails (without having to remember to key in your email logging address), look for instructions on how to set this up in your email client below.Note: because of the way most auto-forwarding features strip headers from emails, auto-forwarding your inbound emails usually does not work with the CRM’s email logging feature. GmailYou can set up auto-bcc in Gmail by using a free plugin for your browser such as (there are several plugins that offer this service — just Google “auto bcc for Gmail”).Once you add the plugin to your browser, you’ll be asked to set up a rule. Make sure to set your email logging address as the email that should be BCC’d on all outgoing messages. You may also be able to toggle which emails should be auto-BCC’d to the CRM, and which ones should not.If you’re sending an email that you don’t want to BCC to your CRM, just delete your email logging address from the BCC field. OutlookNote: There are many different versions of Outlook, so these instructions may not match the settings you see in your own Outlook account.While Outlook itself doesn’t have an auto-BCC option under its “Rules” feature, you can install (AbleBits has a one-time fee for downloading its plugins).After installing AbleBits, you can create a rule to auto-BCC all outgoing emails to your email logging address. You can also tailor which emails are BCC’d to the CRM, depending on the sending address or keywords in the email itself. Other email clientsIf you use another email client, you may be able to set up auto-bcc in their settings or use an add-on.
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Contact your email client’s customer support or check out their help documentation for answers.I hope this tutorial helps you make the most of your CRM and our email logging feature. If you have any questions, don’t hesitate to contact.
You can do effectively the same thing as auto-BCC with a new rule. This one works for me:. Go to the 'home' tab of the ribbon/toolbar. Click the 'rules' dropdown and select 'Manage Rules & Alerts'. From the 'Rules and Alerts' dialog box, select 'New Rule'. This pops up a 'Rules Wizard' with a number of templates in it. Pick 'Apply rule on messages I send', and hit 'Next'.
The next dialog shows conditions, leave all unchecked and hit 'Next'. You'll get the warning 'This rule will be applied to every message you send', hit 'Yes'. The next dialog lets you select what to do with the message - check next to 'move a copy to the specified folder'.
At the window in the bottom of this dialog you'll see the line 'move a copy to the specified folder' appear, click the underlined word 'specified',from the resulting dialog pick your Inbox and hit 'OK'. The next dialog lets you pick exceptions, click 'Next' again. The final dialog lets you name the rule, make sure 'Turn on this rule' is selected. The rule showing in the bottom window should read. 'Apply this rule after I send the message'. 'move a copy to the Inbox folder'. Click 'Finish' and the new rule will be created.
Hit 'OK' one more time to leave the 'Rules and Alerts' dialog.Best of luck.