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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:
… I know at least Firefox can be set-up to use gmail, and there are some scripts out there like Greasemonkey that allow me to make all my mailto links go through gmail, but I use several computers, sometimes a shared or public one or a friend’s which I could not do any of this to.
But I just found out that all these scripts do is re-write the ‘mailto’ link to something like this:
“https://mail.google.com/mail/?view=cm&fs=1&tf=1&source=mailto&to=PUT TO ADDRESS HERE&bcc=PUT BATCHBOOK BCC ADDRESS HERE”
It would be amazing if you could provide an option for each account to make all their links use gmail (or other webmail services). By selecting options, like ‘Use Your Desktop Email’, ‘Use Gmail’, ‘Use Webmail Service X’, etc. the mailto links would be re-written to cater to our email service. …
Dude!
So, Sean put the change in and it was live about a day later. If you’re a GMail user, just head over to your account settings. In the BatchBox section, there’s a checkbox to convert all emails to GMail friendly links. Then, every time you click on an email address within BatchBook, it will open a new Gmail window and automatically put your BatchBox address in the BCC.
Thanks so much Marty!
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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:
Will create the following To-Do:
Not all To-Do fields are supported via BatchBox. Flagged, Assign To, and Related To Contact will be blank for To-Dos created via Batchbox.
We hope you find this feature useful. Let us know what you think on the BatchBook Forums.
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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)
HansD came up with the idea, and we thought it was so cool that it was in the BatchBook release two days later. Thanks HansD!
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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!
Preview popups in more places
When we launched the Contacts and Communications redesigns, we added preview popups so that you can see more information at a glance without actually clicking. We’ve started adding these preview popups elsewhere in the app, starting with Recent Activity (on the Dashboard) and search results. Let us know if you want them in more places! (I’m thinking the Activity Log is next…)
No more phone auto-formatting (almost)
With more and more international customers using BatchBook, we realized that our phone number auto-formatting wasn’t working for everyone. So, we decided to completely turn off auto-formatting (you’re big kids, you can decide how you want them to look, right?) except in the case of ten straight digits. So, “1234567890″ would auto format as “(123) 456-7890″ but “00 11 2222 333 444″ would be left alone.
And more!
Also included in the update:
- Paging of search results (now, once you hit 20 results, we split ‘em up)
- Updates to the vCard importer
- Updates to the “print list” view in the Activity Log
We hope you enjoy these changes!
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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.
BatchBook user Linda liked this feature so much that she wrote in to support to say:
I just noticed that when I click on an email address within BatchBook it automatically adds my BatchBook address to the Bcc field – that is brilliant, thank you!!
No, thank Dean!
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Tags: batchbox, Customer Service, email forwarding
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