CC and BCC E-mail to attach donor correspondence
I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!
Little Green Light is an example of a CRM that empowers this.
Jenn Daly
shared this idea
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Kelly Siefkin
commented
I used this feature with Advance as well for daily correspondence and it was a timesaver! Would love to see this feature included!!!
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Erica Scott-Adjei commented
Many other CRM databases have a feature where each user is assigned a unique "BCC to notes" email. When you email a donor, and you apply that BCC email, then the email content is automatically saved to the profile. This is a HUGE time saver. I emailed tech support, who said this feature doesn't exist. I really encourage you to make it. Otherwise, I now have to copy and paste emails to the profile to document engagement and contact history with a particular donor. This is so laborious and unnecessary.
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Kelly Siefkin
commented
Would LOVE this feature!
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Kate Wilson
commented
This would significantly enhance CRM functionality.
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Kate Wilson
commented
so does Salesforce
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Cherise Newsome
commented
This would be must easier and help to streamline the process.
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Kate Wilson
commented
Create a BCC option in MS Outlook that will automatically convert the Outlook email to a Note in CSuite posted to a Profile with a matching email address. This is an option for Salesforce users which works very well. It also allows more functionality for the email, including HTML formatting and sending attachments. And would be much better for one-off emails to donors, etc (versus group emails via MailChimp)