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BatchBox email forwarding is one of my favorite feature of BatchBook. Every BatchBook user gets their own BatchBox address. You can use that address to forward (or BCC) email messages into BatchBook. We’ll handle the trouble of creating a communication, attaching it to the proper contacts, and retaining attachments.
On any contact page in BatchBook, email addresses (of course) are hyperlinked so that clicking on them opens a new message in your email application. Forum user Dean made the awesome suggestion that we automatically BCC those messages to the BatchBox address. He got an Our Users are So Smart post for that.
Some of our savvy forum users are Gmail users. So, they used a Firefox add-on to make all email links open in Gmail. Only problem is Gmail was dropping the “+” sign that’s in every BatchBox email address. That’s no fun. We were kind of stumped, though.
But forum user Marty wrote in with this suggestion:
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Tags: batchbox, Customer Service, gmail
We recently added the ability to create To-Dos by sending email to your personal BatchBox email address. For a message to be logged as a To-Do, rather than as a Communication, you’ll want to:
- Send the message directly to BatchBox with no other recipients
- Start your subject line with “TODO:”
You can include a Due Date between TODO and the colon. Details should be included in the message body.
For example the following message:
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Tags: batchbook, batchbox, email forwarding
One of my new favorite forum users is HansD. He’s been providing a ton of feedback—which is awesome for a startup like us.
Last week, we announced a little update to BatchBox email forwarding that allows you to automatically tag any emails sent to BatchBox. That way you can conveniently view all of your auto-generated Communciations together and edit, tag, and modify as you please.
While I’d love to take credit for this great idea, I can’t. This one was all HansD. From the forums, he wrote:
Hi,
currently mail send to Batchbook is not identified as still to process. Adding a user-defined tag would help in that process (and it could be removed if any processing is done)
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Tags: batchbox, Customer Service, email forwarding
Last night we pushed another new version of BatchBook. Here are some of the goodies you can look for:
Auto-tagging from BatchBox
Now, whenever you send an email into BatchBook via BatchBox email forwarding, the new communication will be tagged as “batchbox”. That way you can see all of your auto-generated communications in one place, so you can edit, tag, or otherwise modify as necessary. As an added bonus, any contacts created from BatchBox emails will also be tagged as “batchbox”.
To change this tag to something else (or to stop auto-tagging altogether), simply visit the Email Settings in Your Account.
Screencasts embedded within BatchBook
I’m quite proud of our latest round of BatchBook screencasts, so I wanted to get them actually into the application itself. So, now when you click on a help icon, the screencast will be embedded right there on the page. Seeing is believing!
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Tags: batchbook, batchbox, email forwarding, screencasts
We’re constantly receiving great feedback from our customers via email support and our forums. I wanted to take a moment to share another little, but helpful recommendation that we implemented.
BatchBox email forwarding has been a hit. Users love being able to send emails into BatchBook, allowing BatchBox to do all the dirty work of creating a communication, creating any relevant contacts, and assigning the communication to those contacts. Forum user Dean had an idea of how we can make the BatchBoxing process easier:
Good Job on the email forwarding, that’s a great feature.
One suggestion though. When I’m in Contacts and I click on an email link, is it possible to auto complete the bcc field with my BatchBox forwarding address?
Great idea! Now, if you click on any linked email address from within BatchBox, it opens a message in your default email application addressed to that contact—but also BCC’ed to BatchBox. The message will then automatically be stored in BatchBook.
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Tags: batchbox, Customer Service, email forwarding
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