When you send an email from a record in Apptivo, you can make use of the Hashtag feature or A# feature. On enabling this option, you can smoothly have the emails linked with the associated records and locate the emails efficiently.
Steps to include Hashtags in Emails
- Consider enabling hashtags for emails in the Contacts App of Apptivo. Select the Settings option from the App Header.
- Navigate to Collaboration and scroll down to the Emails section. Toggle to Include Hashtag is disabled by default.
- Here, enable the toggle for Include Hashtag.
- Consider sending an email from any record in the Contacts App from the Emails tab.
- Select Compose to send an email. In the subject, you can see the subject has #A followed by the Contact’s unique ID.
- This hashtag option is a great tool to distinguish your emails based on records easily. When there are multiple records, you can easily filter out the emails associated with a particular record using this tagging feature. This applies while searching from both the Emails App and any external email provider.
