Thunderbird

Thunderbird

Currently our extension does not work with Thunderbird 3.0. (Sorry for any inconvenience, see From the Q-Log on how to email files.)

Users of Mozilla Thunderbird can attach emails to a contact's Activity Log directly using the BestNotes Thunderbird Extension. The extension can be downloaded from our support page or by clicking on the following link:  Thurderbird Extension


Installing the BestNotes Extension

  1. Download the above file to a location which is easily accessible (preferably your Desktop).
  2. Unzip the file to the same location (Windows version XP and later supports zip files natively - choose Open or Run after downloading and then Extract all files or right-click on the saved file for unzip options).
  3. Open Thunderbird if it is not already started.
  4. From the top menubar click Tools > Add-ons.
  5. The Add-ons dialog will appear.
  6. Click the Install button at the bottom-left of the Add-ons dialog.
  7. Browse to location of the extracted bestnotes.xpi file, select it, and click Open.
  8. A Software Installation window will appear and the Install button will countdown from 5 (click on it once to initiate the countdown if it does not start), after that click it to install the extension.
  9. Click the Restart Thunderbird button.

Configuring the BestNotes Extension

  1. Start Thunderbird if it isn't currently running.
  2. Click Tools > BestNotes Configuration to bring up the dialog shown above.
  3. Enter your BestNotes siteid (without the numerical code at the end) in the Account ID field.
  4. Enter your BestNotes Username and Password in the fields provided.
  5. Ensure that the default BestNotes URL address reads https://crm.bestnotes.com/crmapp/
  6. By default the url will begin with www. this needs to be changed.
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  7. Click the Save button
  8. Right-click on the Thunderbird menubar and then click Customize.
  9. Find the B+ icon (scrolling may be necessary) and drag it to a location on your Thunderbird toolbar (for a cleaner look, select Icons from the Show dropdown and check the Use Small Icons checkbox on this same Customize Toolbar dialog).
  10. Click the OK button.

Attaching an Email to a Contact Activity Log

  1. Select the email.
  2. Click the B+ icon on the toolbar (see above) to bring up the Add Message to BestNotes dialog - a list of potential contact matches will automatically appear.
  3. If there are no immediate matches, type a search term in the box provided.
  4. Select a single contact.
  5. Click the Add to BestNotes button.

Microsoft Outlook

An Outlook add-on is in the works which duplicates the functionality of the Mozilla Thunderbird extension.  Until then, use the procedure below to add emails to contacts from Outlook.

From the Q-Log to Contact's Activity Log

To attach an email to a contact using the Q-log:
  1. Forward or Send an email to your (or another user's) Q-log email address (username.siteid_without_numerical_code@qlog.bestnotes.com).
  2. Click the Update button above the new Q-log entry.
  3. Search for associated contact in the search box at the top-right of the Update dialog.
  4. Click the contact name to add it to the list.
  5. Click Send & Archive or Send.