How do I attach a file to contact?
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.
Details
How do I create a task from email?
Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts or users if needed, set the date and time, and so on.
How do I add internal comments to messages or activities?
Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
How do I import contacts, emails and calendar items?
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your IMAP or POP server. Make sure you import your contacts first, this way imported emails will be automatically associated with contacts based on the sender’s “From:” email. Calendar import is not supported at this time,…
What kinds of API do you offer?
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Annelite account with external websites, systems and processes: Web form API Email API Developer API v3 Developer API v2 (deprecated)