Three ways the CRM recognises a company
Which company does this email belong to
Somebody had to pick the company for every incoming email. When several people at the same firm wrote in, somebody picked again each time.
There are now three ways to cut that work down: a code in the subject line, a domain you have confirmed once, and a business card.
What is new
A code for each company
Every company can hold a code shaped [prefix-code]. You choose the prefix (BIO, HUC, and so on), and if you do not, one is chosen the first time it is used.
Issue and copy it from the badge in the company header. A company without one shows an Issue code button; a company with one shows "put [code] at the front of the email subject" when you hover the badge.
Codes can be issued in bulk, with a preview first. Codes across many companies are handled in the Company codes window, which settings search finds under "code management".
If you already use Ecount, Import Ecount account codes brings those codes across as they are. Only four fields are read: account code, account name, type, and country. Bank, account number, phone, and representative name are not read. The import can be undone.
Putting the code in the subject
Mail arriving with that code is attached to the company, including the earlier messages in the same thread. It appears in the company's mail tab and in the activity record, and replies keep the code at the front of the subject.
Confirmed domains
When mail is confirmed by code, or confirmed by a person, the other party's domain is remembered. After that the mail attaches without a code in the subject. It is shown as a confirmed fact, not a guess.
You can add a domain by hand in the company mail tab, or remove one with "not this company".
Contacts registered automatically
Senders and cc addresses on the same domain, from mail confirmed by code, are registered as contacts with their names. The reason they were registered is kept, so it can be undone. This is off by default.
The mail tab drawer
Click a conversation and a drawer opens on the right. The messages in that thread are listed newest first, with the most recent one already expanded. Search by subject, sender, or recipient, and filter by date range.
A contact from a business card
Name, title, phone, email, and company name are read from a photo of the card and filled into the form. Nothing is saved until a person confirms it.
A card photographed sideways is rotated upright, a spaced-out Korean name is joined, and the pairing you chose once between a card's company name and a CRM company is remembered. A card mangled by a scanner's black-and-white filter is recognised before the AI is called, and you are asked to photograph it again.
Your own card
Register your own card from the profile menu and switch the share link on, and the other person opens it without signing in. They can also take it as a contact file. Switching the link off blocks it immediately, and creating a new link stops the old one working.
It works in the app
Photographing a card and sharing your own card both work in the app. Details are in Business card scanning.