How to include Hashtag in emails in the Receiving App?

Updated on November 18, 2020 02:58AM by Admin

When an email is sent from the Receiving App in Apptivo, you can make use of the Hashtag feature or A# feature. By enabling this option, you can effortlessly have the emails linked with the associated records and locate the emails efficiently.

Steps to include Hashtags in Emails

  • Connect to your Apptivo account. To enable the Hashtag feature, select the Settings option from the App Header.
Receiving App

  • Navigate to Collaboration and scroll down to the Emails section. Toggle to Include Hashtag is disabled by default.

  • Here, enable the toggle for Include Hashtag.
Enabled Toggle

  • Consider sending an email from any record in the Receiving App from the Emails tab.

  • Select Compose to send an email. In the subject, you can see the subject has #A followed by the Material Receipt’s unique ID.
Emails Tab

  • This hashtag option is a great tool to distinguish your emails based on records easily. When there are multiple records, you can easily filter out the emails associated with a particular record using this tagging feature. This applies while searching from both the Emails App and any external email provider.