Automatically record emails you receive in Upvise

You can automatically store emails you receive from your clients as notes in Upvise, by using forwarding options in your email application.

Here is the procedure for the Gmail users:

Go to the Forwarding settings in Gmail and add your Upvise personal Dropbox email as a forwarding address. Note that Gmail sends a verification code by email to your Upvise dropbox email. You can access the recorded copy of this email in your Upvise notes, in order to retrieve the code.

Add filters eventually in Gmail to forward only some of your mail, and you’re done!

 

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