Quickbooks sends out invoice payment reminders to company contact within Copper. Is there a way to have these emails save into the companies in Copper for quick reference?
-Andy
Userlevel 7
+7
Hi
- Are you cc’d/bcc’d on those reminder emails?
- Do you have our Chrome extension installed?
If it’s a yes on both of those, you could use our “Relate to” feature to add that email to a Company record. Here’s gif:
Once you do that, the email will show up in the activity feed for that record.
Let me know if that addresses your need 🙂
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