Kings have sent crusades in search of it....
They say Sauron and Dumbledor never came close...
It took a ton of Kryptonite, a magic flute and stein of unicorn tears to conjure...
Friends behold! Not one, but TWO simple ways to connect private Gmail email messages to your shared Solve360 client database.
In the comfort of your Gmail account, you have our famed Solve360 Gmail Contextual Gadget below each email message.
With the gadget you add or manage information surrounding a contact. Here is where we’ll introduce the two email features, appropriately labeled Archive to and Link to.
Archive to ... (Solve360)
When the gadget confirms the sender of the message is a contact in Solve360, the Archive to button is shown.
Pressing this button copies the entire email to Solve360 and removes the Inbox label. The message is still accessible via Gmail search and under the All Mail label.
Once the message is in Solve360 it will automatically link to corresponding contacts, companies and project blogs.
You may have seen imitations of this feature before, but here it’s the real deal. It copies the entire email message, including attachments, with a single click.
Link to ... (Solve360)
If this feature has been enabled by your admin, the Link to button is shown when the gadget confirms that the sender of the message is a contact in Solve360.
Instead of copying the email to Solve360 like Archive to does, Link to simply adds a special Gmail label to the message. Emails having this label are automatically linked to contacts, companies and project blogs in the system and are visible to other members of the Solve360 workgroup. The email message gets shared with your team without ever leaving your Gmail account. It’s like magic, but with no tricks.
You’ll know if a message has already been shared by seeing a Unlink from button instead of the Link to. Clicking the Unlink from does what you’d expect, removing the label which stops the message from being shared with your Solve360 workgroup.
When you link your first message a label named #Solve360/{WorkgroupName} is created in your account. If you delete this special label all the messages previously linked will no longer be shared, or accessible within Solve360.
Comparing the two options
| Archive to | Link to | |
|---|---|---|
| Uses space in your Solve account | Yes | No |
| Preserves the messages after deleting a Gmail account | Yes | No |
| Quickly “mass-load” messages into Solve360 | No | Yes |
| Use automated rules to put incoming emails into Solve360 | No | Yes |
| One-click step | Absolutely | |
| Saves the entire email message including attachments | Abso-frickin-lutely | |
On the Solve360 side
Could you have imagined that sharing Gmail messages could be so simple and useful? A big part of that is how Solve360 actually manages the emails. As a refresher, Solve360 manages the sharing of information in workgroups. The Archive to and Link to features make it easy to drop an email into the workgroup folder. From there, Solve360 instantly and automatically links that message in the workgroup folder, with the contacts, companies and project blogs that the email relates to that are saved in the same workgroup.
Tools for the Administrator
Unnecessary options create distracting noise and create room for error. Once you’ve decided which option will best serve your business process and requirements, just head over to Solve360 menu (top right) > Add-ons and enable the one you need. By default Archive to is enabled, and Link to is disabled.
Configuration tips
Normally these features will “just work” without special configuration. But just in case anything has changed from the default, here are some things to check.
DISCLAIMER: No enchanted creatures were harmed in the development of these magical features.
