One of the features Function Point offers is email integration. This allows you to turn job-related emails into Notes attached to Company, Contact and Job records. You can do this on a per-email basis by following the steps in this article: Connect Your Company, Contact & Job Related Emails into the Notes Area(s) of Your FP System
For Gmail users, there's also the option to have all your FP-related emails automatically turned into Notes. Keep reading to find out how.
Get the Auto BCC Chrome Extension
The first step is to download Auto BBC, a free third-party extension for your Chrome browser. You can do so from this link.
Find your Unique FP Email Address
Return to your Function Point system, and navigate to Admin > System Set Up > System Preferences.
Choose the E.mail tab and copy the "FP System Mailto" address.
Create a New Rule in Gmail
Open Gmail in your browser. You should see an envelope with at + icon under the search bar.
Clicking that icon will prompt a pop-up window where you can add new Auto Bcc/Cc rules.
Switch the "Bcc:" field to "Cc:" and paste the "FP System Mailto" address. This step is important, as the mailto address must show up in the "Cc:" field, not the "Bcc:" field.
You also have the option to choose the recipients whom this rule should apply or not apply to.
Note: the window also has a link to a premium plan. This plan is not necessary for your emails to import into FP.
For a video walkthrough of setting up new Auto Bcc/Cc rules, watch the video above.
Once your auto cc: rule is set up, you can start sending emails through Gmail in Chrome and have them linked to your FP system.
In order for your emails to show up as Notes in your FP system, the email address you are sending to must match the Contact's email in FP exactly. Additionally, the email address you are sending from must be the one associated with your Contact in FP and you must be an active staff member in the system.
To protect privacy, emails between active staff members will not be captured by Function Point.
We hope this article was helpful! For more step-by-step articles, videos, and webinars, check out the rest of our Help Centre. You can also contact us at email@example.com with any questions, concerns, or comments. We're happy to help.