6.24.3 Collaborative Email Tools- Contacts
most of what you do begins and ends with Email, Tradepoint has expanded on
traditional Email functionality to extend your actions through Email. With
Tradepoint Email you can go from email to action in just a few
tools address a range of email tools including:
email messages to folders, projects, and contacts one at a time or in
a Task from an Email.
a Call Log from an Email.
an Appointment from an Email.
Some of these tools are found in the top tool bar
from your email box. (high-lighted below)
The complete email set of options can be found in a
menu that can be accessed by right-clicking on any email
Standard email tools are above the highlighted
collaborative tools. Each one of these options will automatically perform the
requested action or prompt you to save your
This option will open the following menu for you to
choose from detailed options to move to a contact file.
The letter 'A' was entered into the search bar above
with the list of results being returned. Double clicking on any result will move
the high-lighted email to that contact file. The more detailed information you
type into the search field the more specific the results will be.
Easy Use Tip #1: Holding down the "Shift" Key will allow you
to highlight multiple emails to be able to move multiple emails at once instead
of one at a time.
Easy Use Tip #2: If the incoming email address is already a
part of your contacts then one right click will move that email to the contact
file the incoming email address is associated with