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James E. Allen

Attaching Emails To Clients In Dibcase

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With Dibcase you can forward emails directly to your Dibcase email address. You can forward emails using any email client from outlook, postbox, apple mail, or any email client. Dibcase has a built in email server that processes incoming email for you.

 

You will have an admin and a security email box as well as individual email addresses for all employees.

Below we'll show exactly how this works.

Step 1: Forward email to your Dibcase email addressemail3.thumb.PNG.35d34d386b804e4d0fa9cc3776f974ce.PNG

Step 2: Open up the Dibcase email manager (Its the email icon on the left menu)

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Step 3: Select the appropriate client under the client link and claim, if any -then select the "Incoming" or "Outgoing" button.

Step 4: Select the "Attach" button and the email will be added to the appropriate client.

Note: A 15 min. time entry will be added along with the "Note" which includes the text of the email in the client's note feed.

 

That's all there is to it!

 

Note: When you are done you can hit the "Complete" button and delete the email that you've processed.

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