UnionStack

Connected work · 7 min

Relate a conversation where it can be found

Connect email to the record that explains its operational purpose.

The conversation should remain the source for its messages and attachments. The related case or record should supply the surrounding context.

Step 01

Read the complete thread

Use participants, dates, references and content to identify the primary operational relationship.

Step 02

Create the relationship

Relate the conversation rather than copying message text or attachment files into a second location.

Step 03

Test the hand-off

Have another authorized staff member open the record and locate the conversation without mailbox-owner assistance.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

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