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Connecting forwarded email to a contact
  • jguibordjguibord January 5
    A co-worker forwarded an email to me regarding a potential hire and I forwarded it to my batchbook account. I added the individual to my contacts, but because the email was forwarded to me, this communication doesn't show up as activity for this contact. Is there a way to make this association and get this communication linked to that contact?
  • EricKrauseEricKrause January 6
    Hi,
    I'm pretty sure you have to go and edit the communication directly.  Since you've already created the contact, you can just add them as part of the "From" field.

    Eric Krause
  • jguibordjguibord January 6
    Interesting. I went in to edit the communication details and added the individual to the from field (It auto-completed his name). Then hit save, but it seems not to have saved this. I have tried it now twice and both times, when I go back in, the name is no longer there.
  • BPasnauBPasnau January 10
    Can you please email us the details about this issue to support @batchblue.com so we can take a closer look at what is going on?

    Bill Pasnau
    Customer Experience Team
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