How do I link an incoming email to a debtor?

1. Go to Messages in the top navigation bar. Here you find every new, incoming email
   
   
2. Open an email you want to link to a debtor (click on the subject line)
   
   
3. Search for the debtor in the field Clients. After choosing a client from the drop-down menu, your input will be saved automatically. 
   
   
   
   
4. Either click  or close your email.
   • When you use Done, your email will be moved automatically to the page of the client. There you will find all linked emails by navigating to the left menu Messages. 
   • If you choose to close the email, the email will remain available in the general Messages page.

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