Outlook plugin - email attachment
It would be handy if the Outlook plugin would allow you to attach the email to the 'Deal' which it corresponds to. Maybe instead of just attaching to the CRM and creating a new client contact, we could have the option to select where to attach the email from a list of active Deals.
Every time one of our users attaches an email to Zoho CRM, it creates a new client contact and the email will appear there. The only time we really want to save emails is when they relate to a specific Deal so we would like to be able to capture emails in that screen, rather than the contact.
It would also be good if the plugin could identify when another CRM user has sent the email. We don't want one of our own staff members to be created as a new client contact.
Regards,
Miri