Logging Emails as Notes

Once your Email Integration is active, you can automatically capture emails you send to candidates, contacts, or leads with a specific note action for easy filtering and reporting.

It is not possible to log inbound emails as Notes.

Enable Outbound Emails to be Logged as Notes

Logging outbound emails as notes requires an active email integration with Bullhorn.

Contact Bullhorn Support to enable outbound emails to be logged as notes. Once they have completed the setup, you'll need to configure the default note action for outbound emails.

Configure the Default Note Action

1. Go to Menu > Admin > System Settings.

2. Search for defaultEmailNoteAction.

3. Enter the note action name you'd like to use as the default (for example, "Email Sent" or "Outreach").

   • The value must match an existing entry in the commentActionList system setting. If the note action you want to use isn't in there, add it in.

4. Click Save.

From now on, any outbound emails will be logged as notes using the note action you've set here.