Caruso enables fund managers to store and view email conversations with investors directly in the Activity tab of the relevant account. By using a dedicated Caruso BCC email address, all email exchanges are automatically logged within Caruso’s CRM, making it easy to maintain a complete communication record.
How BCC Email Logging Works
Each organisation is provided with a dedicated Caruso BCC email address in the format: [your-organisation]@bcc.getcaruso.com
For example, if your organisation is Ventura, use [email protected].
Emails can be logged using two methods:
Email to an Investor
Email to an Investor
When sending an email to an investor, add the dedicated Caruso BCC email address in the BCC field.
The email will automatically appear in the investor’s activity feed in Caruso.
Forwarded Email
Forwarded Email
To log a received or sent email, forward it to the dedicated Caruso BCC email address using the To field.
The email will be added to the relevant account’s activity feed.
Viewing Logged Emails
Logged emails can be viewed in the Activity tab of the relevant account.
Use the Communications filter on the activity feed to show only logged emails and other correspondence.
Click View next to the email entry to open the message in a pop-up window.
Important Notes
Attachments and images from original emails are not included in logged entries
Your IT Administrator can set up automatic BCC rules so all outgoing emails include your Caruso BCC address
In the event that you are unable to see the email log in Caruso, please ensure that the investor email address matches their Caruso account record.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.