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sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
March 7, 2018

Idea. Ability to Attach Outlook Emails to CTA's.

  • March 7, 2018
  • 8 replies
  • 129 views
We have several types of email communication that don't translate well into a saved form (example - PDF).  We would like to the ability to save the email (as a whole) and then be able to attach it to a CTA.

      8 replies

      candacemarie_mitcham
      candacemarie_mitcham
      Contributor ⭐️⭐️
      March 7, 2018
      Agreed.  Our CSMs are also asking for this functionality.
      Candace-Marie Mitcham - Escalations Manager, Client Sales - 8x8
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      March 7, 2018
      Hi Sagan,

      There are two ways to do this with existing functionality. 
      1. Timeline (and attachments) - Timeline is available on the CTA level and let's you not only take rich text notes with standardized (and customizable) activity types and fields, but also the ability to attach documents
      2. CTA file attachments - this is an older feature that predates Timeline and while still available, is a less flexible experience than compared to using Timeline
      Do either of these meet your use case needs?
      VP of Customer Success at Forcepoint
        sagan_sherlin
        sagan_sherlinAuthor
        Helper ⭐️⭐️
        March 7, 2018
        Hi Dan!

        Thank you for the feedback.  But in these cases, it would be easier and much less time consuming if our users are able to attach the email itself.  No matter the way, we get the "Only .jpb,.jpg,.gif,.png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx types are supported". 

        So we're looking to add "msg" as a supported type.  (My apologies for not stating that in my original post.)
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        March 22, 2018
        Hi All, Extending the file types is in Timeline road-map. Will update here once we take if for release.
          sagan_sherlin
          sagan_sherlinAuthor
          Helper ⭐️⭐️
          March 26, 2018
          Awesome!! Wonderful news! Thank you!
            heather_landgraf
            heather_landgraf
            Contributor ⭐️⭐️⭐️⭐️⭐️
            April 18, 2018
            This reply was created from a merged topic originally titled need ability to save .msg to timeline activity.

            there are times when emails received from customers need to be posted to timeline but at this time .msg is not supported.  Can this be added to the roadmap?
              tharun
              tharun
              Contributor ⭐️⭐️⭐️
              May 10, 2018
              This reply was created from a merged topic originally titled Timeline Attachments.

              In regards to attaching files in Timeline - Currently, the system is limited to certain file types, and we cannot attach Outlook email messages. Will .msg be a file type that we can add as an attachment in Timeline in the future?
                sai_ram
                sai_ram
                Expert ⭐️⭐️
                March 23, 2020

                Hello All,

                Cockpit Calendar Integration in now in the BETA phase. Soon we will be rolling this out. 
                If you have missed the BETA program announcement please find it here.

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