Email2CRM User Guide
- Option Settings for Email2CRM
- Your day revolves around your email inbox
- Create your 1st service ticket from an email
- What are Email Address Queues?
- What are Subject Line [ ] Shortcodes?
- Create a Service Ticket from an Email: Step-by-Step
- Attach a History/Note to a Tenant
- Attach a History/Note to an Owner, Unit and Property
- Create a Service Ticket AND a History/Note at the same time
- Create a task assigned to you
- Sample Cheat Sheet with Email Address and Shortcodes
- Use [ServiceTicket#] to Add a History/Note to an Existing Service Ticket
- Use [RentManagerUserID] to Dispatch a Service Ticket to other Rent Manager Users from your Email
- AutoAdmin Feature