Add emails from Outlook

You can add emails from Outlook into Tractivity, through the View Organisation, View Contact and View Enquiry screens. Most users will be adding activities against an Enquiry, follow the below steps to add an Email & Enquiry: 

1) Inside a View Enquiry Screen, you will see a box in the top right corner, titled Add Email. 

2) To add an email either, Drag and drop or click to select an email saved to your desktop.

Drag & Drop, an email straight from outlook into Tractivity, however, the email will disappear from your outlook inbox. Alternatively, save the email to your desktop first! An easy way to do this is to create a folder on your desktop, and drag and drop your email here first. 

3) Once you have dropped the file inside Add Email, click UPLOAD.

4) Any documents attached to the email will also be uploaded. View the email inside the half-way navigation bar inside the Activities tab.