Emails can be logged in Midaxo using a unique Project Email. Our best practice is to use the Outlook Plugin, but you may chose to use the Project email if:
- You do not use MS Outlook.
- You want to continuously log an email chain. Unlike the plugin, which must be clicked for every email you log, the Project email can be cc'ed so recipients can "Reply All" and the email responses will continue to log.
To use the Project Email:
- Open Project Card > Touch Points.
- Click on the Email Envelope icon and the Project email will become visible.
- Copy the Project email by clicking the icon to the right of the email address.
- Edit Project Tags and Users associated in a logged email by clicking Edit in the lower right corner of the Email Log.
- The email can be deleted out of Midaxo by clicking Delete also located at the bottom right corner of the Email Log.