When you send an email to an account contact you can BCC: to a special Vinosmith address, Vinosmith will grab the email and archive it under that Account and Contact. Additionally, a Communication entry attached to that email will be created.

This saves time and is a great workflow - you no longer have to go back into Vinosmith and explicitly create a Communication for an email you just sent.

Requirement

  • The primary recipient (TO: field) of your email must belong to an Account Contact that you own.

If this requirement is met then you're all set!

How To Get Started

  • Sign in to Vinosmith and click on My Account in the top-right
  • At the top of the page is your Vinosmith Archive Email Address, copy this email address and add it to your Address Book.
  • When emailing with account contacts specify this address in the BCC: field:

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Back in Vinosmith when viewing the account contact it will display the total number of emails archived:

You can click on that link to view all emails with that contact.

Additionally, Vinosmith will create an Email Communication entry. Clicking on the Subject line will bring up the complete email.

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NOTE: Vinosmith does not introspect the messages and does not do any grouping/threading. Each message stands on its own.