This is a short tutorial on how to use Ofuz’s drop box feature to get sent email messages attached directly to your Ofuz contacts.
Once set up, when working on a lead, prospect or even a client, you will have all your associated notes and emails in one central location.
Previously, to add a note in Ofuz you needed to type it in or copy and paste text. To make this simpler for email messages that you send and want to keep in Ofuz, we’ve implemented a drop box.
A drop box is a special email address that’s generated only for you. You can then use that email address in all of your email messages as a CC or BCC to keep a copy of your emails in Ofuz.
Ofuz will automatically detect to whom you are sending the message and then attach your email to that contact.
If that contact doesn’t exist it will be created and the email message attached to it.
This makes life much simpler – as we are working a lot with emails, it’s convenient to be able to create new contacts or organize your email messages without having to open another application.
You can find the Add Note drop box in Settings → add note drop box.
Ofuz drop boxes are like normal email addresses.
In the example below, I use my drop box to add a message I sent to Abhik via Ofuz.
As seen above, I’ve added the add note drop box as a BCC. Doing so will add a copy of the email as a Note on Abhik’s contact page in Ofuz.
Add the BCC to new emails and the emails you reply to, and you will be able to keep a pretty accurate copy of your conversations.
If the contact doesn’t exist in Ofuz, it will be created and then your email will also be added as a Note.
This is a feature that I use a lot because it enables me to find past conversations and information in a Contact-centric manner.
I didn’t want to have to add a drop box for each email I wrote, so I used a feature of my email software that will automatically add the add-note drop box email address as a BCC to all the emails I send.
To enable this in Mozilla Thunderbird, go in Edit -> Accounts -> Copies & Folders then check the box “Bcc these email addresses” and enter your add note drop box.
Some email software like Gmail will also allow you to add a copy of all the email you receive.
In Gmail, go to Settings -> Forwarding / POP3/IMAP, and then in “Forward a copy of incoming email to”, enter your add note drop box.
You can also adjust this with filters and only add specific email messages to Ofuz.
That’s all on this feature.
To summarize, the add-note drop box can be found in your Ofuz settings in the Note Drop box tab.
It can then be used when you send emails to keep a copy of that email in Ofuz.