Email

• Expand the Sidebar and click on the Settings icon
• Click to expand the My Agency section and select Manage Users
• Click the edit icon to the right of the person you wish to set email overage permissions for
• Under the user’s Permissions, click to expand the Email section
• To the right of Allow Standard Email Overage and Allow Mass Email Overage, set the appropriate permissions then click Save

Engagement Stats attempt to help you know how your email messages perform.  The stats in this area can help you take immediate action with given recipients and/or make decisions about the content and timing of subsequent messages.  Clicking on the…

• Big Biller’s email system uses industry-standard domain authentication for better deliverability, but does require some “technology legwork” before you can begin sending
• You’ll need to get your DNS set so that it “signs” every email you send from Big Biller
• This lets other mail servers know that this message is valid and was intentionally sent by your company, not faked (“spoofed”) by some less-than-honorable sender

• The Outlook Add-in not only logs emails and adds new records, but it also allows you to add attachments to your Big Biller records
• There are instances where you may want to save an email attachment to a record other than the sender (i.e., you may want to save a client’s fee agreement to the Company record instead of your contact’s record)

• The Add-In makes it easy to log incoming and outgoing emails from your Outlook account back to the corresponding records in your Big Biller database

• If you receive an email from a new candidate or contact (that you do not already have in your database), use the Add-In to create a new People records without ever leaving your email client