It is important to establish a process to regularly and explicitly assign messages in your Inbox Gateway.

1. Select Inbox on the top navigation bar.

2. Select the Gateway link from the drop down menu.

3. Messages received by the Inbox Gateway and matching an existing email address appear on the timeline of the record after at least 15 minutes. This is considered a "soft match," since the timeline displays received messages if the recipient email matches an email address that exists on the device table of a record. If an email address appears on more than one record, then a received email will appear on both records.
The Inbox Gateway will provide you with a list of possible matches. Slate scans the body of the email received in addition to the Sender, Recipient rows to better identify possible matches.

 

 

4. In order to make a "hard match" for a message, a user must assign a message to the appropriate record. Open each message to select a record and assign the message to the appropriate record. Slate provides a suggested record if a matching email address is found. Click on the suggested record to assign the messages to that record, or search for other existing records.

5. If the record does not exist, it must be created in Slate before the message can be assigned. If a "hard match" is not made, then the message will not appear when querying for messages associated with the person record.

Tips

Wait at least 15 minutes after the message is sent before checking the Gateway Inbox to assign messages to records.

Permissions

No special permissions are required to access your own Gateway. To view the Gateway for other users, the Deliver permission is required.

Create New Record

You can create a new record from within the Inbox Gateway. To do so, click on the email in your Gateway. Select Create Record. 

Assigning a Message to a Record

In order to make a "hard match" for a message, open the message, select the correct record. Click Save.

If you want to assign the message to a record and move on to the next message click the arrow icon next to the Save button.