Product Blog

New: Dropbox System

Written by Jake on Wednesday, October 28th, 2009 at 12:47 pm.

It’s taken a while and a lot of testing but we released the new version of our dropbox system today. With the new system:

  • Email is parsed in realtime, no more waiting for email to appear
  • Each Organisation, Person (and most importantly) Opportunity, now have their own dropbox so you can attach email directly without having to login
  • You can now forward email automatically from your mail client to the dropbox to automatically keep email up to date

If you already use the built in email client in Tactile CRM, or use the mail links you don’t need to do anything different. However if you have your old dropbox address saved in your mail client you will need to update it to the new address. You can easily find it by logging in, clicking on the email tab and getting it there:

dropbox

The old dropbox system will carry on working until the end of November at which point it will be turned off.

We hope you find this new feature useful and easy to use. Do let us know if you have any thoughts, comments or feedback.

4 Responses to “New: Dropbox System”

  1. Hans Kok says:

    Dear Jake and others, I think it is in general a great addition, not so sure about the dropbox per opportunity though. Seems I now need to keep track of many different e-mail addresses? Or am I missing something?

    BTW just using your system as of this week and I think it is a pleasure to work with and rather fast.

    Regards Hans

  2. Jake says:

    Hi Hans,

    Thanks for the comment and feedback. You only need to use the opportunity dropbox if you want to attach an email automatically to the opportunity (it was actually a highly requested feature). If you just want to remember/use the main one that is fine and you can still manually attach it via the web interface.

    Also, the built in Tactile CRM mail client uses the opportunity dropbox when it sends emails to attach them correctly too.

    Hope that makes sense.

    Jake

  3. Hans Kok says:

    Hi Jake,

    Thanks for the fast answer.

    I can understand that it makes sense to add e-mail to a certain part, as in an opportunity. But the way it is implemented you need to know those addresses, or copy/past them each time, correct?

    And what do you mean by “manually attach via the web interface”, as a note? Or the mails in the mail collector and from their to the opportunity?

    Thanks again for answering,

    Hans

  4. [...] the old dropbox system. They are working on resolving it ASAP, but in the meantime you can use the new dropbox system that is working fine (and all users should be migrating to this [...]