It is important to establish a process to regularly and explicitly assign messages in Gateway Inbox.
- Select Deliver on the top navigation bar.
- Select the Gateway Inbox link on the right-side menu.
- Messages received by the Slate 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.
- In order to make a "hard match" for a message, a user must assign a message to the appropriate record. Open each message to select a record and assign the message to the appropriate record. Slate provides a suggested record if a matching email address is found. Click on the suggested record to assign the messages to that record, or search for other existing records.
If the record does not exist, it must be created in Slate before the message can be assigned. If a "hard match" is not made, then the message will not appear when querying for messages associated with the person record.
Wait at least 15 minutes after the message is sent before checking the Gateway Inbox to assign messages to records.