How to Automatically File an Email Thread from AIM Inbox

Last Updated: Mar 31, 2017 02:58PM MDT

Overview


AIM Inbox provides the option to automatically file new email messages within the same email thread as an Interaction within the actual AIM platform.
 

Steps

 
  1. In AIM Inbox, click on the blue envelope icon. 
     
  2. Enter the records you would like to reference in the top section.  Then check the box that says "Automatically File New Messages".





     
  3. This will automatically file email responses within the same email thread.  Note: It will not auto-file any new email threads!


     

 
392647fbf4b1c47a802670a0a05876a4@altvia.desk-mail.com
https://cdn.desk.com/
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