Emails, matching synced emails to a client file

There are two ways to tag emails to client accounts in Nowcerts: Automatically or manually.

The bulk of the tagging should happen automatically. 
As the emails come in from your server, the system checks if the email address ("To, From, CC") matches and existing email in your database. 
If it finds a match, it automatically "tags" it. No need for you to do anything. You can see a tag in the email client (inbox) to the right of the email. It may say "Insured"  As you hover your mouse pointer oer the tag, it will show you the actual name of the insured.
So, obviously, it is important tot have email addresses on file for your insureds (and MGAs, etc)
If a match was not made, then you can match it manually. Just click on the check-box next to the email and go to Actions and select "Link to Contact/Policy".
Hope this helps!
Happy matching :-)
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk