SLATE: Attach an Outlook Email to a Slate Record

1. 1. Click on Database

   

2. 2. Click on Inbox Gateway

   

3. 3. Click on your user name

   

4. 4. Click on Connection Instructions

   

5. 5. Click on Connection Instructions & Copy your Gateway

   BCC Your Gateway email when sending messages from Outlook

   

6. 6. Resolve Message in Inbox Gateway

   It is important to establish a process to regularly and explicitly assign messages in your Inbox Gateway.

   Messages received by the Inbox Gateway and matching an existing email address appear on the timeline of the record after at least 15 minutes. This is considered a "soft match," since the timeline displays received messages if the recipient email matches an email address that exists on the device table of a record. If an email address appears on more than one record, then a received email will appear on both records.

   
   The Inbox Gateway will provide you with a list of possible matches. Slate scans the body of the email received in addition to the Sender, Recipient rows to better identify possible matches.

   How to Resolve the messages:

   https://knowledge.technolutions.com/hc/en-us/articles/360060237712-Managing-the-Inbox-Gateway#additional-information-0-0