-Justin

1. Elements Mail only stores communication for leads and clients stored in the Sales Element > Accounts. If you don't have anyone stored in the Sales Element, it doesn't know who to track emails for.

2. Adding the name of a contact in the Sales Element isn't quite enough, you must also add their email address. If they have multiple email addresses they use to communicate with you, be sure to enter them all or they will be missed.

3. Make sure your tracking preferences are turned on. In the Sales Element > Accounts, click on the Email tab in the Data Editor of a lead or client. The first 3 boxes should be checked.

4. Check the mailboxes that Elements Mail is monitoring. Some of us move email messages to different folders once we receive them. We also might use different names for our sent folders when sending from our iPad versus from our Mac or other Apple devices. To check which folders Elements Mail is monitoring, navigate to the Elements CRM Mail menu in your toolbar and select Preferences. Within preferences, click on the Accounts tab and select your name. Try adjusting the Incoming and Outgoing mailboxes from the menus in this section.

A full setup manual for Elements CRM Mail is available on our website: http://www.ntractive.com/mac-crm/en/downloads/

-Justin

-Justin

You may adjust permissions for each Element listed by select Off (no access), User (limited access), or Manager (full access). Those with user level access are allowed to view and edit data, however they are not allowed to delete records, view or change preferences or generate reports whereas manager level access allows for viewing and changing all data.

Additional permissions for user level access can be set in the Sales Element > Prefs, turning on or off specific functions within the Sales Element. Elements CRM works for everyone!

-Justin