Adding Outside Communication

If an email is received from a constituent or replied to outside of Slate, the message can be added to a record's timeline through either the Microsoft Outlook Add-in or the Email to Slate Gateway tools.

In addition, if messages are sent to general, office-wide email accounts, institutions may wish to manage these emails directly within Slate using Inbox. Inbox allows these messages to be associated with a record in Slate, which provides users with greater context; maintains a message history; and can be automated to route messages to individual users within Slate.

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