Attach email as comment to card

[Dan Weimer]

Hello, I'd like to be able to track interactions with Contacts (a Card) based on the email address it was sent from. Ideally, add a custom field 'email' to a Card, forward emails (or bcc) to a Trello email address and have it automatically added as a Comment to that matching Card.

Having a different email address for each Card is too unwieldy to work in practice.

Any suggestions for an approach here?

Thanks, Dan

[marc -Collabello--Phase Locked-]

One option is to send the emails to a single list, and then sort them manually.

Another option is to just have a link in the card, which brings up the email (requires a compatible webmail setup).

[Dan Weimer]

Hello, thank you for the response.

I think I'll just forward emails to an Incoming list on a Contacts board and manually copy in the email text to the Comment on a Contact card. A lot of manual work unfortunately.

Trello is good for many things but not so much dealing with Contacts. I find in order to accomplish a task, we need to interact with 1 or more contacts and also see an interaction history. It can be done by bouncing around a lot of different linked cards I suppose but certainly not optimal.

Also, wish a card could have a 'Type' that selects the 'Custom Fields' available on that card. Not every card on a board is the same....

Thanks, Dan

[marc -Collabello--Phase Locked-]

Have you thought of switching to a CRM for this?

[Dan Weimer]

Yes, we currently use Highrise which works well but they have stopped all development on the product.

Trello is just frustratingly close....simply match the email address of an incoming email to a field on a card and add the contents to a new comment. All the pieces are there.

But I do get it could just be something that not many people have a use for and not a priority.