You can use your Pearl email dropbox to keep a copy of all communications on the relevant contact timeline, whichever email software you use.  That’s really handy if you need to access a full contact history, or need to share information between team members without CC-ing everyone all the time.

Back in the early days of 2009 you had to set up a separate dropbox email account that Pearl connected to, and copied all the emails over. Now it’s much, much simpler.

All you need to do is CC or FWD to your dropbox email address. That’s it! Nothing to set up.

Find your dropbox email address at Setup:Options:Contacts. For detailed information on the dropbox system, read more here. Email is a fickle beast, and we’ve tested the system on as many different email clients as we can get our hands on, from Hotmail through Thunderbird, Mac, PC, Linux… but if you spot emails not coming through, then please let us know via the Pearl helpdesk. Thank you

If you’re using the old dropbox method, please note that we will be turning this off on the 1st of March, so make sure you get into the habit of using your new one soon!