Linking an Email to both a Contact and Organisation

Hi there. Is there are way I can link an email bcc'd to my insightly account to both the contact that I sent it to and to their organisation?

Many thanks!

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8 comments
  • Hi fh,

    Thanks for your question! If you bcc'd to your Insightly mailbox address your email will automatically be linked to your contact and their organization. To view the email just click click the Email sub tab under the Contact and Organization. Cheers! 

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  • Berenda,

    Can you elaborate on this? How do you get an email to link to an organization, especially when they are not using a custom domain that can be added as an email domain for the Organization, such as Organizations using Gmail, Yahoo, etc.

    Thank you for your help.

    N.

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  • Hi Noah,

    My apologies! I'm afraid I should have clarified. If it's a generic domain (e.g. Gmail, Yahoo) it will link the contact but not the Organization. For those cases you will need to link the Organization manually.

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  • Is there any plan to implement this the same with Organizations as it is with Contacts where a specific email will actually link? There are already email fields at the Organization level. Alternatively is there a plan to allow a way to roll up all contacts under an organization so all contact info could be viewed under the linked Orgnization?

    Thank you,
    Noah

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  • Hi Noah:

    This isn't on our current road map but you may want to add it to Ideas & Suggestions so that other users can vote and comment.

     

     

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  • I'll add my vote to this. I have contacts with different email domains based in the same organisation. I need to be able to see all emails to the organisation together and linking manually just isn't practical.Thanks

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  • I second this. Every email I send to a contact under and organization should show up on the Organization's email tab. Linking each individual email is far to much work when you start having large numbers of organizations and contacts. 

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  • "Generic" email I believe

    is NOT gmail, yahoo, etc
    but "info@yourdomain.co.cr.ap"

    That is an email used by several persons in an organization.

    And this generic (as I understand it)
    is seriously lacking in Insightly.

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