Emails can be added to a contact's Activity Log, so that they can be referenced from within BestNotes alongside all other logged data.

Each user that has access to the Q-Log can click on the Settings tab where they will see a Q-Log Email Address near the top of the page.  That email address can be copied, added to the email client so that emails can be uploaded to BestNotes, and attached to the relevant client.

NOTE: The Carbon Copy (CC) and Blind Carbon Copy (BCC) email addresses will not display on the Q-Log Message. The email will still be sent to the recipients.

Once the desired document has been emailed to the Q-log: 

  1. Click on the Update button.
  2. Add the client's name to the Log to box in the upper right hand corner.
  3. Then click Send.
  4. The system will ask to continue even though no participants have been selected, click Yes.

The email will now be visible in the client's activity log.
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