When one user mark a message as read, will other users see it as read too?
Read/unread status of the message is per user. If one user marks a message as read, it will appear as unread to another user.
Does Relenta provide spam and anti-virus protection?
We offer both spam-filtering and anti-virus protection to our paying customers. Only email accounts (your-name@relenta.net) are protected. If you are using Relenta to download email from remote IMAP or POP servers, then spam and anti-virus protection are the responsibility of your email service provider. If your POP or IMAP email provider doesn’t offer spam filtering,…
What is the Response Library?
The Response Library consists of templates that can be automatically inserted into the body of email. When the number of responses in your library exceeds twenty, the dropdown selector will be automatically replaced with a search box. Simply start typing the first few letters and select the desired response from the instant autosuggestion list. Response…
What is an Event? How is it different from Activity?
Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes: Label. By default, there are the following activity labels in the system: Follow-up, Call, Note and Meeting. You can customize these labels by clicking Edit Labels. File. You can attach a file or document to…
What is a sales deal pipeline?
A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel. By default, Deals in your Relenta account are not enabled. You can turn this…
What is an Invoice?
Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate the Freshbooks add-on, you can import contacts and invoices. Invoices appear as line-items on Contact Timeline, interspersed with other activities in chronological order. Click on Sync with FreshBooks to update invoices with the latest information.…
How do I attach a file to contact?
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.
How do I create a task from email?
Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts or users if needed, set the date and time, and so on.
How do I add internal comments to messages or activities?
Like with any other object in Relenta, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
How do I import contacts, emails and calendar items?
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your IMAP or POP server. Make sure you import your contacts first, this way imported emails will be automatically associated with contacts based on the sender’s “From:” email. Calendar import is not supported at this time,…
What kinds of API do you offer?
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Relenta account with external websites, systems and processes:
Web form API
Email API
Developer API v3
Developer API v2 (deprecated)
How do I use Email API to create and update contacts?
The Email API allows you to create and update contacts by including specially formatted code in the body of email received in Relenta: ### BEGIN CREATE CONTACT ### API_KEY: EMAIL: FULL_NAME: FIRST_NAME: LAST_NAME: JOB_TITLE: COMPANY: CONTACT_COMMENTS: PHONE(LABEL): WEBSITE(LABEL): MESSENGER(LABEL): FAX(LABEL): CUSTOM_FIELD(FIELD_NAME): ADDRESS(LABEL):#START# #END# TEXT(LABEL):#START# #END# BLOCK NAME|PHONE(LABEL): GROUPS: {comma-delimited list of group IDs} OPTIONS: {overwrite/update/cancel}…
