I would like to be able to set tasks on a Contact using the Email-to-Activity processor. This would allow me to set Scheduled activities on a Contact in CiviCRM, like:
Follow-up with Sally in two weeks about the topic of the email I'm sending right now
Is there a way to do this?
I'm emailing a Contact from gmail and in the BCC field I add my Email-to-activity address to attach the email to the Contact's record in CiviCRM.
I would also like to add another Email-to-activity processor address like firstname.lastname@example.org that would:
- Add an Activity to the Contact with a Type I specify (email, phone, etc)
- Sets the date to a future date I determine (ie. two weeks from today)
- Sets the Activity Status to "scheduled"
This would replicate the functionality of Highrise Task Dropboxes: https://help.highrisehq.com/email/task-dropboxes/