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.

Sending Emails