When I forward an email to the dropbox or when I Bcc the dropbox, I would like for the email to attach to all the contacts involved. For example, now if I send an email to Bob Smith and Mike Jones with bcc to dropbox, it only attaches to Bob Smith.

Just had the same problem. When I send one email to several people and bcc the dropbox, I want the email to show up in all contacts that received the email.

If you could add/fix that, it would be great!

Are you asking that mail addressed to you from a contact gets copied to not only that contact’s Notes but also to everyone on the CC list ?

No, I’m asking the mail to be attached to all contacts I’m sending it to (only if I bcc the dropbox of curse).

Adding this feature would be wonderful. If the message is stored as one entity in the database, it would be great if there was a link to it from every email address in the TO: field of the email.

+ 1 for this. I ofetn send out emails to mutiple contacts and have to go through a rather lengthy export process from HR then email to them all as cc and then manually copy as a note to each one. Any way of saving the time would be great.

HR does read all the email addresses. I sent an email with 20+ bcc one of which was HR. Only one of the contacts was in HR but it found it and added the email.

+1

Since the purpose of the dropbox is to keep track of who has been informed of what, then it is almost absurd that the email doesn’t attach itself to multiple recipients. In fact, I consider this a bug of moderate importance.

I could almost see a case to be made for attaching it to TO: recipients only and not CC:, but then it should be documented as such (and it’s not the way it works as I write this).

+1

i totally agree with everything thats been said… i assumed it would associate a note with every one of my contacts. Suppose i really did have 10,000 contacts in there with 50 users, i email 100 people with a specific note… a year later someone else pulls up one of these contacts they should see that email i sent even if they we’re the first person in the To: field, right? How else would they know that a note was sent? How hard is it really to do that? the To: field is usually comma/semi-colon separated? there is a standard that dictates how email clients have to do the separation – you could easily use that same standard to make this work.

Thanks everyone for your thoughts on this. We’re listening.

Also note this related request: http://forum.37signals.com/highrise/forums/9/topics/2545

Ryan,

Does “we’re listening” imply some agreement with the need for the feature?

I am doing some work with two lawyers and 1 other individual. It makes a lot of sense that the communication be filed under all three of the recipients’ emails.

It is convention that some folks are cc’ed but having a record that they were sent the message makes sense. I would expect that anyone on the To or Cc line should be matched and stored in HR.

Questions?

John Corey

Well, I’m canceling our account before the first month only because of this.

HR is truly great, but this bug (it’s a bug or laziness from your part if you don’t consider it a bug) makes it more confusing for my team than anything else. The whole point is to keep track of the communication channels with individuals, and not handling multiple To: addresses makes no sense at all.

And no, I won’t ask my team to start creating notes to cope with that: in this case, HR makes it just more difficult to do their jobs than sticking with emails, and I’m not going to make their job more difficult to do…

An update on this or at least an explanation as to why you don’t fix this seems in order IMHO.

Best,

- Julien

How about if while you are ‘bulk tagging’ instead you could ‘bulk note’ so that you could put this one note (email) on multiple contacts at least? Update just found this thread here on mass noting

Ryan, 10 months ago you wrote: “We’re listening.” We’ve been listening too, but haven’t heard anything about this problem.

So today I’m asking: can you help me explain to our new users that HR is a great way to keep track of correspondence with clients, provided they only ever send emails to clients one at a time. And if they do send emails to two or more clients, then they need to think about which one they’re going to enter first, because that’s the only client to which the communication will get indexed.

I’m not being facetious here—I really need help explaining the rationale. Please.

+ 1

+1

I guess this is a very difficult issue to solve by 37Signal´s Guys.

Supose a send an email to one of my contacts ( XPTO) and Bcc the dropbox: email will be attached to XPTO and the dashboard will display the green icon (List view), the name of the contact, the subject, etc. So, if we send the same email to 50 contacts and Bcc the dropbox we would get 50 entries of the same email in recent history of Dashboard and that would be a mess to find other entries like notes, cases or deals, etc.
I think would be very useful if we could filter, not only, the history of the dashboard, but also, the contact´s history, by note, by case, by deal, by email, etc, and have an advanced search feature on Dashboard and on contact´s pages to filter by date, by author and by subject.

And supose, i have 20 users in my account, all of them have permissions to see XPTO, but i want only some of them can see this particular email. I just can not do it in a simple way. I must go to XPTO´s page, edit the email and choose who can see that email. Now, imagine if you have sent the email to those 50 of your contacts…

The same way, when I post a note about someone I can choose who else can see it, we should be able to do that when we send an email or when we forward a received email to our dropbox. I think the solution to deal with emails could be : when we send an email it must be sent from inside HR and when we receive an email and Bcc to dropbox the email should be first directed to a specific place where i can see my incoming email´s and from there we can create some actions like: add as new person, attach to a case, add a tag, define who can see this email.

Example: My company is hiring a webdesigner and we create a case ” Webdesigner Recruitment” to deal with the recruitment process. Our HR department receives 20 responses per day, by email and with CV´s attached . So, my colleague Joana forward those email´s to her dropbox. In Contacts menu, in the “Show” list box, could appear a “Recently RECEIVED via Dropbox” option that would filter those 20 contacts and then Joana would pick a ” select all” option and click in a “add these persons and attach to a case” link. At this moment, she would set the permissions and add the contacts to the list.

Or just create one email that is linked to many people. In the dashboard it would display just the one email, and instead of a picture of a person it would display an icon with two or three people and say who the email sent to/from. Then permissions would be maintained, it wouldn’t clutter anything and it would be much better than what it has now. Which is to just drop everyone else off. I’m not saying this would be easy because right now it’s clear that the email feature was designed to be attached to just one person, but nonetheless it would be cool :p

+1

+1