Pull information from signature
Populate phone number, address, job title fields from the signature into the relevant fields
Comments: 10
Oldest
•
Newest
•
Most likes
•
Fewest likes
-
24 Mar, '19
David Bell MergedIf someone writes to me and they have a signature line with name address phone then with a click of button their information could be imported into my eWay-CRM contacts. Big time saver
-
12 Sep, '21
Eric M. MergedRight now, Convert to Contact only copies the email address. I still have to manually insert data. If the sender has footer contact details, it should be easy enough to highlight and then "convert to contact"
-
05 Nov, '21
Jan Lalinsky System Merged"Convert to Contact - Prefer Selection in Email then Convert" (suggested by Eric M. on 2021-09-12), including upvotes (1) and comments (0), was merged into this suggestion.
-
09 Nov, '21
Tracy HertelIf you could just highlight the signature in a received email and create a contact from the highlighted data.
-
02 Jan, '23
Jan Lalinsky System"Convert an Email to a Contact should recognise a signature" (suggested by David Bell on 2019-03-24), including upvotes (2) and comments (2), was merged into this suggestion.
-
16 Aug, '23
Mike MergedSignature lines are a staple in every email. If there were a plugin that could automatically recognize a new email sent to this server for the first time, identify the Signature Line (First Name, Last Name, Email, Company, Title, Phone). That would be a huge win for all professionals with high customer/vendor volume
-
25 Sep, '23
Jan Lalinsky System"Identify a first time email to inbox and search for Signature Line to convert to New Contact" (suggested by Mike on 2023-08-16), including upvotes (1) and comments (0), was merged into this suggestion.
-
09 Oct, '24
Timothy Gregory Hunter MergedIn the Convert to Contact feature (RMB on email) it would be great to have the functionality convert all of the contacts cc'ed on the email to eWay Contacts.
-
25 Oct, '24
Jan Lalinsky System"Convert to Contact add all contacts from email" (suggested by <Hidden> on 2024-10-09), including upvotes (1) and comments (0), was merged into this suggestion.
-
25 Oct, '24
Jan Lalinsky AdminWe are happy to announce that this feature is available in eWay-CRM 9.
https://youtu.be/QAwyURcQ3B8?si=avHh_iPwXEflnTEq&t=107
Regards
Jan