Email Attachments & Address Auto-complete
Email is at the heart of Agile CRM, from drip marketing campaigns to personalized holiday newsletters. As our users have come to rely on our email tool to power their sales and marketing pipelines, we’ve been quick to respond to requests for tweaks and enhancements. We’re excited to announce two new features in our in-built emailing tool: email attachments and email address autofill. Attachments make it easy to send business documents to a prospect when you receive a real-time alert that they’re buy-ready. Address auto-complete saves you time and streamlines your workflow.
Since we’re a SaaS product, your account will automatically update with the enhanced feature. Just clear your browser’s cache and login to your Agile CRM account to see the changes. Here’s where you’ll find them:
Email Attachments
Documents can now be attached to the emails that you send from the ‘Send Email’ tab in Agile. You can attach one file per email.
- Go to ‘Add New’ in the top menu bar. Choose ‘Email’.
- Choose a template (if needed) and compose your email.
- Click on ‘+Add Attachment’ underneath the message window.
- Choose your file and you’re good to go!
Email Address Autofill
When you’re composing an email in Agile, email addresses now auto-complete when you start typing the contact’s name. Remember that Agile only knows the contacts in the CRM (whether you’ve imported them, synced them, or they’ve been automatically added via web grabbers, drip marketing campaigns, etc.). So if you want it to autofill your Google Contacts, for example, you need to sync those contacts with the CRM.
Keep sending us those feature requests. Our development team is always happy to help. Don’t have an Agile CRM account yet? Sign up today. Outbound email is included in all accounts, even free accounts!
12 Comments
David Bracetty
about 10 years agoThe email attachment does not work.
ReplyAl
about 10 years agoThis is a good start...but we need to be able to have the ability to attach multiple items
ReplyPeter
about 9 years agoSimilar to last comment. Why can't you add more than one attachment! So frustrating when email clients. Please accommodate for users ;-) Thank you.
ReplyJustin
about 9 years agoThis needs to be changed. We should be able to attach more than one document in a single email. Why is this??? We need answers!!!!!!
Replyyann
about 9 years agoSame comment, I try in French to make it more understandable and get some feedback : Pourquoi n'a t-on pas la possibilité d'attacher plus d'un fichier aux courriels, merci pour votre retour!!!
ReplyRadhika Roy
about 9 years agoHello Al, Peter, Justin and Yann. Currently, there is no provision to attach more than a single attachment to the outgoing email but we have conveyed the requirement to the development time on a priority basis. We will get back to you soon. Thanks for your patience.
ReplyOzgur
about 9 years agoRequired more attachments per e-mail. Thanks.
ReplyShreyansh Surana
about 9 years agoHi Ozgur, Thanks for your feedback. Please do put this on uservoice and based on votes we will take it up in our product roadmap. https://agilecrmcom.uservoice.com/ Thanks
ReplyKevin
about 8 years agoHello, Has there been any further thought given to be able to attach multiple documents to a single email? thanks
ReplyJack
about 8 years agoI, too, am waiting for the multiple attachment capability.
ReplyFrancisco Reyes
about 6 years agoWe need the multiple attachament feature. When is this going to be released? I need a date or I will seriously think on leaving you guys :(
ReplyGabriel Swain
about 6 years agoHi Francisco. I will reach out to the product team to find out and ask them to contact you and let you know. It's helpful to know which enhancements you need to be successful. Ultimately, our users' needs drive our product enhancements, so we appreciate the comment.
Reply