Create notes from emails with Personal Dropbox email

Published 23 August 2024 · 21 views

This ‘how to’ will demonstrate how to use emails as notes in KIM

How to find your Personal Dropbox email

Click the User icon in the top right, then click My Account
From here you can see your account information. Take note of your personal Dropbox email

Simply forward to your KIM Dropbox email the message you want to add to KIM
The note will be linked to the contact who sent you the message. If it does not already exist in KIM, a new contact will be created automatically.
Any attached files in the forwarded message will also be linked to this contact as well.
To link the message to a company, project, deal or job, use the flags detailed below at the beginning of the body of the forwarded email. Keep Track Of Emails You Send To Contacts
Click on the More/Options button in the Contacts web app.
Check the option to automatically Bcc your KIM dropbox on every email you send from the Contacts web app.
KIM will automatically attach a copy of your email as a note to the recipient Contact or Company. Create A New Note By Email
Create a new email message and send to your personal email account
Use the subject and the email body to put your note content
Link your note to a contact, company, project, deal or job by using these flags (one per line) at the beginning of your message body
/contact aContactNameOrEmail
/company aCompanyName
/project aProjectName or aProjectId
/deal aDealName or aDealId
/job aJobName or aJobId

N.B.: you can only specify one line for each type of flag, i.e. to link to more than one contact or company, you need to create several emails

In the subject of the email, add the /task keyword followed by the task name

Use the flags below (one per line) at the beginning of your message body:

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