Can I forward, cc, or bcc an email directly to a case or deal?

Yes, you can add a directive at the top of the email that tells Highrise which case or deal it belongs to. Add the Case or Deal name at the top of your message like “/case Litigation” or “/deal Service contract” to attach the email to that case or deal — or a new one if it doesn’t exist. When Highrise receives the email, it will enter it into the proper case or deal (or create a new one if it doesn’t exist yet).

Highrise will receive the email and automatically attach it to the correct case.

Highrise will put this email in the “Olympics” deal (or create that deal if it doesn’t exist yet).

Highrise will put this email in the “North May Lease” case (or create that case if it doesn’t exist yet).

There’s another option too. Each case or deal also has a unique dropbox email address you can use. (Note: The dropbox address is unique to each user so don’t share your address with someone else.)

To find your unique dropbox address for a case or deal, go to a case or deal page and look in the sidebar. You’ll see a block that says This case has an email dropbox. An email address will be listed. This is your own unique dropbox for this case or deal.

Forwarding, cc’ing, or bcc’ing an email to this unique case or deal dropbox will automatically attach the email to this case or deal.

Note: If you are forwarding an email, the body of the forwarded email must include the contact’s from address (e.g. “From: Jane Doe <jane.doe@hotmail.com>”). Without this “From:” part of the email, Highrise won’t be able to associate the email with the right contact. If your email client doesn’t include this automatically, you can always just manually insert “From: Jane Doe <jane.doe@hotmail.com>” at the top of the email. Highrise will take it from there.

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