Email Anything

This article will explain why this feature is a benefit to your organization.

With the Email Anything feature, you can generate unique email addresses for various objects or records, adding the convenience of attaching emails directly to the relevant object or record.

Email Anything ensures all claimants’ or applicants’ emails are tracked and stored in their own unique record and assigned email address, eliminating lost or misplaced communications coming into a larger, communal email inbox.

You can configure the Email Anything feature so that when your external users send an email to a record, a sub-record is created on that record. Emails sent to an organization record can create contact records in the system. Emails sent to a Universal Tracking Application™record can create an activity on that record, so users can interact with and create records on your online database without even logging in!

The system automatically records all incoming and outgoing activity on the source record so all communications are properly tracked.