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Keeping Emails With Records

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    Keeping Emails With Records

    Thanks for the help on sending emails. Got it. Great people here. I searched and found out that sent emails are in a database in Application Data, and found it. But what I would like to do is to keep the sent emails with a record (contact) in a database?

    Keeping received emails with the record would be even greater, but do not think that will happen.

    #2
    Re: Keeping Emails With Records

    You'd better flesh out that description a bit more. What does "keep the sent emails with a record (contact) in a database". You already have the emails. Do you want to know how to create a set linking the email table to a current table?
    There can be only one.

    Comment


      #3
      Re: Keeping Emails With Records

      Sorry. But thanks for asking me to elaborate. Let me use an example. I send an email to Joe, subject 'Special offer', with some text. In a contact manager like Act! (and I think Filemaker, but I cannot remember), the email is recorded as part of Joe's record, with the subject showing in a list. When I open Joe's record, I can see a list of al the emails I have sent him and what they were about. If I want to expand on that, I click the link (in Act!) and the actual email opens in Outlook.

      If I ask the contact manager to synchronize with Outlook, it also includes the received emails from Joe.

      Does that all make sense?

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        #4
        Re: Keeping Emails With Records

        Is there an answer to the post here requesting info on storing emails with specific records?

        Comment


          #5
          Re: Keeping Emails With Records

          Kinda old thread not sure why it was not answered and got burried..
          The answer is very simple:
          If you use alpha as your email client, then you can store all emails (sent, received or otherewise) in a table. From here it's a simple matter of creating a set that links the contact person to their emails.

          If you are using a different email client, you have to download those emails in a table. Depends on what client you use, it could be a very simple or a more involved task.

          Comment


            #6
            Re: Keeping Emails With Records

            Out of curiosity, how do you get the sent emails and received emails to be stored in a table?
            Kevin G. Timberlake
            Marvel Illusions

            Comment


              #7
              Re: Keeping Emails With Records

              Haven't done it in a while but if I remember correctly, when you set up your email, under Receiving & Sending tabs, set the a dbf table as your mailbox.

              It will be a notoriously elaborate table with so many fields and way too many characters. You could trim those later.

              The best (not really, but perhaps one way) to link to a set is to use the Sender/Recipient email as it is unique. I believe it's more unique than a SSN. But it could be, as is always the case, unduly long.

              I think I might be getting ahead of myself here, so I will leave these bridges to cross later if needs be.

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                #8
                Re: Keeping Emails With Records

                Originally posted by Kevin G. Timberlake View Post
                Out of curiosity, how do you get the sent emails and received emails to be stored in a table?
                E-mails are always saved in a table - sent and received. Take a look at View / Settings / System / Email. In the Receiving tab there is a field labeled "Mailbox". As Gabe said, this is where the e-mail will be saved. The note tells you where it will be saved if the field is blank - i.e., the default location.

                I have one app that assigns different profiles depending on what kind of mail is being sent and each profile stores the e-mail in a different file. General e-mails go in one and Order Completion Confirmations go in another. This allows the user to, for example, delete all order confirmation e-mails earlier than a user selected date or belonging to one customer. This was done so they could save all the confirmations in case a customer ever said they didn't confirm it or, worse yet, didn't do the job. If all your e-mails are saved in one file, it gets more complicated to keep them separate and really complicated if you don't separate them and then want to delete only the confirmations and not something else - or some other old stuff but not the confirmations.

                Once I even set up a method for saving just the body text to a specific file but I don't use that one anymore.

                I suspect that A5 will NOT create the file if you just put a name in there and the file doesn't exist. (But it would be neat if I'm wrong.) I have always just copied the default file first then renamed it and emptied it.

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