Rather than manually logging each email that you send and receive in the Communications List, you can set up PICSWeb Dropbox to automatically save emails as Communication Records with the email content included and any relevant addresses found in the email linked to the corresponding officer or contact records in PICSWeb.
This feature is only available for emails sent to and from the email address that you use to login.
To start using dropbox, you will first need to save your DropBox Email Address to your email client. To view your dropbox email address, go to the Communications List and select Actions > DropBox Info from the top-right corner of the page. This will open the window below, which displays the address and explains how to use it. Buttons are available to Copy the address to your clipboard or download a Contact Card file with the address on it.
To add outgoing emails to the dropbox, add the DropBox Email Address to the BCC field in the email before sending.
To add incoming emails to the dropbox, you will need to use the Forward as Attachment option in your email client to forward the incoming email to the DropBox Email Address.