Automatic Email Filing

How to configure it in FinPlan

With automatic email filing, the system will check your email server for new emails, both sent to and received from your client and will automatically file these in the client’s email history. There is no manual processing required.

This means that even if you send an email from your mobile phone or a web-browser you do not need to remember to update the client record as a copy will appear automatically against the client concerned.

We’ve put together a guide to help you configure your system so that you can start taking advantage of this powerful new enhancement to FinPlan. You can download the guide here.

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