Associating messages with contacts

In , you can set to automatically associate the sender and recipient information of email messages with contact persons and customers saved in the vault. For example, can automatically associate a message from [email protected] with the contact person Matt Bay and the customer ESTT Corporation. For instructions on how to specify the properties in , see Email client integration settings.

The automation is activated when you save an email to a vault-specific folder in the classic . This also applies to all subfolders of that folder.