- Go to Messages in the top navigation bar. Here you find every new, incoming email
- Open an email you want to link to a debtor (click on the subject line)
- Search for the debtor in the field Clients. After choosing a client from the drop-down menu, your input will be saved automatically.
- 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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