Email, notifications and SMS · Guide 584 of 624
Email dropbox
RockifyERP can save emails into documents automatically when they’re copied to a special address.
How to do it in RockifyERP
- Set up an incoming email account for the dropbox address.
- Copy that address on emails to customers or suppliers.
- RockifyERP links the email to the matching record.
Tip: Great for keeping conversations with customers on their record.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.