There are many ways to insert email messages into projects and contact profiles.
Inserting “EML” files (Mac-only)
EML files are email messages exported from Apple Mail. Locate the email message you want to insert in Apple Mail, then drag that message from the message list to your desktop. Apple Mail will create an “EML” file for that message on your desktop. Simply drag that EML file into the desired project (or profile) in Pagico.
Linking to messages in Apple Mail or Microsoft Outloook is also possible, with some help from 3rd party applications. Learn more about this.
Inserting “MSG” files (Windows-only)
MSG files are email messages exported from Microsoft Outlook. The same story as above, just drag that email message from Outlook to your desktop (or export as an MSG file), then drag that file into your project. After inserting, you can open that message by double-clicking the message file in the project.
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3 Notes
Exporting an email from the email client to a folder. Then, dragging & dropping it into Pagico isn’t a practical work-flow. That threw me off. I suggest a drag and drop feature from the email client directly into Pagico.
I agree with Marc 100%. However I would go even one step further. To explain: the thing that keeps me using “Things” is a global command-key sequence that adds WHATEVER I have selected into the database – file, note, text, url, or (MOST IMPORTANTLY) email. IF Pagico had this feature I would give it a solid look.
@Mike,
Many thanks for the comment. We’ll for sure enhance the Pagico Helper so that we could have something similar to the global shortcut feature that Things has.
Thanks again!