An email client integration enables you to store email, lookup people and start cases and to-dos.
Each email you open in Outlook or Gmail contains a Nmbrs® HR box, located either above (Outlook) or below (Gmail) the email.
Nmbrs® HR examines the email address from the message and attempts to lookup the person that belongs to the email address. Each email address has to be unique in Nmbrs® HR, therefore a single email address cannot be shared/saved for multiple people.
- Once the person linked to the email address is shown, you can click "Store message" to save the email in the "General file" for this person. This means that it will be shown on the "Overview" page for this person in Nmbrs® HR.
Not only received messages can be stored in your HR app; your reply can be stored as well.
- Just go to your "Sent items" folder and open the email you want to store. With a sent message you can do exactly the same as with a received message.
You email integration by default attempts to find the person linked to the "from" email address. However, you might want to save the email to a different person, or twice to two different people.
- Click on the small chevron icon next to the default persons name.
- Select "Change contact".
- Now you are able to search for and select the right person for storing the email.
Add new contact
For the second scenario, you may have noticed the second option "Add new contact" while changing the contact (see previous section). In this scenario, the email address is recognized, but you want to save the email to a person that doesn't exist in your HR app yet.