How do I log a communication?
To forward, Bcc, or Cc e-mails directly into your Batchbook account with e-mail forwarding:
Click the Your Account link in the header of any Batchbook page.
Click the Email Settings tab.
Copy your Batchbox URL.
Forward an e-mail from any e-mail client.
Paste your Batchbox URL into the "To," "Bcc," or "Cc" field of the forwarded message and click Send. Your e-mail will soon be logged as a communication in your Batchbook account.
NOTE: Remember to Bcc Batchbox if you don't want your recipients to see the forwarding e-mail address of your Batchbook account.
To manually log a communication directly into Batchbook:
From the sidebar of any Batchbook page:
Click the Log New Communication link.
Select which type of communication you want to log from the pull-down menu.
Add the relevant information.
When you are finished, click Save.
NOTE: You can also log a communication from Communications tab. Click the Add button and follow the steps above.