If Outlook plug-ins are not available to you, emails can also be saved into Midaxo using the Email button within the Touch Points tab in the project card.
Begin by opening the project card in which you'd like to log an email > click the Touch Points button.
To log an email, click on the Email Envelope icon, from here you have 2 options:
- Option 1: When you click on the small document icon located at the end of the email address, the project email address will be copied allowing it to then be pasted into the email you're intending to log.
- This method is most helpful when wanting to log an email thread already existing.
- Option 2: If you click on the link directly, another window will open allowing you to select your preferred email sending system. The project email address will have been automatically added to the BCC.
- This is most helpful when creating a new email.
You can edit the Tags and Users associated with the email once logged by clicking Edit at the bottom right corner of the Email Log and add/remove any Tags.
The email can be deleted out of Midaxo by clicking Delete also located at the bottom right corner of the Email Log.