6.24.2 Email Functionality
Tradepoint's Email client is designed with the
complete tools you need for a business Email application. Tradepoint can also
push and pull data from Outlook if those preferences are set in the Preferences
of your Employee file.
The main toolbar within the email section is shown
Standard Email functionality exists with creating
new messages and responding to existing messages. Additional functionality can
be accessed through this toolbar by creating a Task and Call Log.
Multiple Email accounts can also be managed through
the Accounts icon with the built in drop down menu towards the far right of the
Tradepoint has functionality built into the
structure allowing you to perform the following tasks, often directly from an
Create a New Contact through the Sender of an Incoming
Create a New Personnel contact for a Lead, Customer,
Reseller, or Supplier file.
Create a Call Log directly from an Email
Create an Appointment directly from an Email
Create a Task from directly from an Email
Create or Add a new Email Account.
Automatically save a copy of an Outgoing Email in a Clients
Attach Read Receipts
Attach Delivery Receipts to an Outgoing
Automatically generate Reminders to follow up on tasks from
File an existing Email into a Source, Enquiry, Lead,
Customer, Project, Supplier, Email
File Folder directly from an Email Message.
Flag any Emails for Follow Up
New Contact through an Email
Creating a New Contact can be done directly through
an email message. If an incoming message is from a recipient that you do not
have an existing Contact in (Source, Lead, Customer, Reseller, Supplier)then one
can be created by right clicking on the arrow on the far right side of the
sender's email address.
The menu that will open is shown below. Highlight
and click the Create a New Contact choice.
When you click on Create New Contact the menu shown
below will open asking you what type of contact your would like to
When you have made your choice of the type of
Contact you will be directed to that window. For example if you have chosen the
type of Contact as a Customer you will be directed to the Customer window with
the email Sender's information pre-populated in so you can also fill in any
additional information you have at this time.
A view of the window is shown below as an example of
a new customer created from an email message.
Be sure to enter in the correct name in the name
field. Also fill in any additional information you have and set the Category and
Status Fields on the right. Your changes will be saved automatically.
This can be repeated with any new email address. If
you already have a contact established within Tradepoint and they email you from
another address then when you add the additional email address into the
pre-existing contact Tradepoint will recognize that email address in the future
so you can move Emails into that contact's file.