For those who do not use Microsoft Outlook, the Email to Slate Gateway is an alternative that allows users to associate constituent email messages with a Slate record.
- Select Database on the top navigation bar and select the Email to Slate Gateway link under the Messages section. A dialog appears.
- Copy the email address address and add to the email address book. The email address in the dialog is unique to each user. For this reason, each user should retrieve their own Slate Gateway email address.
- Add the copied unique email address to the BCC line of the email message when replying or forwarding the message.
Do not include the email address in the "To" or "CC" lines when replying to the constituent, this will ensure this address is private.