One of the great CRM features in ADR Notable is a quick and easy way to get to all your Outlook or Gmail messages pertaining to a Case with only 2 clicks! Watch this 4-1/2 minute video and then check out the step-by-step instructions below.
Regardless of which email you use, your first step is to make sure you are signed in to your email account on your main ADR Notable Dashboard.
Once you have done this, you will see an Email icon at the top of your Case Dashboard whenever you are in a Case. Clicking on that icon will take you directly to your email. That's Click #1.
Then, setting up some simple rules to automatically copy emails from the Case Participants into a Case Folder puts them a click away. And that's Click #2.
Now you can jump to your preferred email below to see how to set up the Rules...
Microsoft Outlook: 3 Steps
Here is a direct link to the Outlook Help Article "Manage email messages by using rules"
The following steps are shown using the web version of Outlook, but the process is similar if you use the Outlook app on your computer.
1. Create a Case Folder in Outlook. You may want to create a Folder called "Cases" and then have a subfolder for each individual case.
2. Create a Rule for each Case Participant. Right-click on any message in your Inbox from a case participant. Select Advanced actions => Create rule.
3. Define the Rule. Select More Options...
... and then, Copy to the case subfolder you created. Save.
Repeat Steps 2 and 3 for each Case Participant. If you want to set up a Rule and you don't have an email from that person in your Inbox, just click on Settings > Rules > +Create rule and type the email in the From box, always selecting the same Case folder as the destination.
Gmail: 3 Steps
Here is a direct link to the Gmail Help Article "Create rules to filter your email."
1. In your Gmail inbox, check a message from a Case Participant. Select More (3 vertical dots) from the Menu, then click on Filter messages like these.
2. Click Create filter, then Apply the label => New label. Name the label, nest it under Cases if you like, and click Create.
3. Select the box at the bottom of the list: Also apply filter to 1 matching conversation and then click on Create filter.
To see the Case emails, just click on the Label