client email management Archives - FileChimp https://filechimp.co.uk/tag/client-email-management/ Filing emails the smart way Wed, 14 Oct 2015 20:03:52 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.4 Email filing for Accountants https://filechimp.co.uk/email-filing-for-accountants/ Wed, 14 Oct 2015 19:54:06 +0000 https://filechimp.co.uk/?p=512 We have added some new filters to our FileChimp mail router to make easy work of filing emails into client folders. Emails can be processed automatically by FileChimp to match destination folders on the network based on the clients email address. Simply install FileChimp, create sub folders using your clients email addresses and create a… Read More »

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]]> We have added some new filters to our FileChimp mail router to make easy work of filing emails into client folders. Emails can be processed automatically by FileChimp to match destination folders on the network based on the clients email address. Simply install FileChimp, create sub folders using your clients email addresses and create a single rule to process all incoming and sent items.

Every email that is processed by the FileChimp Outlook addin has additional data added to the file attributes. We use the this data to automatically file the emails into client folders on the network. We can do this using by matching email addresses in the file name or by using the ‘comments’ file attribute (we save sender and recipient email addresses in this file attribute for every email.

accountant-email-rule

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