Auto Archiving

Watch this space for articles regarding Auto Archiving.

How does the SpinOffice archive exactly work?
Every individual contact has its own personal archive, which is hidden behind the contact card, This archive gives a chronological overview of all correspondence with corresponding contact. Thus all emails, attachments, open and finished tasks, notes, quotes, invoices and other files are automatically stored in this personal archive, which is in recognizable Outlook-style. When there is an incoming email in your inbox, it will automatically be linked to the contact and also stored...
Are my emails automatically linked & archived?
Yes they are! Based on the email addresses added to a contact card, alle emails that arrive in your inbox will automatically be linked to- and stored behind the contact card of the particular relationship. Even when you configure your email (with IMAP) in SpinOffice for the first time, all incoming emails, sent items and trash folder items will be brought in and also be linked.
How to import files & to link them to contacts?
On various spots within the application it is possible to import files and to connect them to a contact in order to build up a file.   Import local files (e.g. documents, Pdf’s, images, spreadsheets) in order to connect them to contacts: Go to the contact card of the person you would like to import files for. Drag & drop local files from your desktop / Finder into the contact card or archive screen in SpinOffice. Instead of the drag & drop option you can also go to menu opt...
How do I link an email to a contact or multiple contacts?
In your inbox: Use the right mouse click (or two fingers trackpad click) on an incoming email message and choose ‘Contact link’ in the appearing menu. A popup will appear where any contact in SpinOffice can be searched (based on company name or contact name) and can be linked and unlinked to this individual message. The message will appear in every archive in which the message is linked to. And when you check ‘Also link the email address’ in popup, the email address will also be added t...
How do I add emails to a folder?
All kind of information can be added to folders. Examples of common used folders are service, support, sales, tenders, projects, visits, invoices. Folders are always linked to one or multiple contacts. First thing to do is, creating a new folder: menu item New -> Folder or directly in a contact’s archive, by clicking on the ‘+’ button in the left folder section. Beware that if a new folder is created, it belongs to the contact that is currently on your screen!   A folder link can be mad...