Auto Archiving
Watch this space for articles regarding Auto Archiving.
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...
Yes, of course! Based on the email address, incoming messages are automatically linked to the proper contact in the database. You can then finish or delete the messages in your inbox. When finished, the message will disappe...
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...
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 (b...
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, ...