Solution is an addin to Microsoft Outlook, once Solution is installed and Microsoft Outlook is running, you will see the Solution Ribbon Bar:
You will also see an Email Preview Pane:
Getting Started
If this hasn't already been done, I would recommend synchronising the Main Database with the Local Database, by selecting Synchronise LocalDB, then SyncAll, this will make sure all Projects, Distribution Lists, Workstages and File Refs are all current.
Once this is complete, you can now start assigning project numbers to emails for filing.
Filing an Email
To file an email, select the email you want to file, select the project dropdown from the Email Preview Pane and select a project, you can also assign a File Ref and Workstage.
You now have the option to :
File the Email
Files the email to the main database.
File the Email and Create a Task
This attaches the email to a task, which can be assigned to anyone in the staff list, which we will cover later.
Reset the Email
Removes all project information from the selected email.
Certain parts of the software can be accessed by the Ribbon Control above, all modules within the software can be accessed via the Dashboard below:
