I have built a basic CRM as part of a bigger App. You create an opportunity header and can attach multiple notes to each opportunity.
Getting people to login and update/add notes is proving difficult.
I was thinking I might implement some way for users to email the knack app and it would automatically add a note record with the contents of the email (users could also BCC the app when emailing an other user for example)
I see that Zapier have an email parser so guess I could have the user state the Oppotunity ID (incremental number) in their emails and tag it somehow so that Zapier could pick it up.
Any simpler or better ways to do this (I'm not yet confident with jS/Jquery)