The MS Outlook Nimbus Add-in deserves a chapter of its own, as it has some unique capabilities which make the saving of your exchange of messages with your clients a lot easier.
Saving Emails to Nimbus
Within Outlook, you can save emails to Client folders within Nimbus. To do this, perform the following:
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- Open Outlook
- Select View from the Ribbon bar
- Click the option Change View > Manage Views…
- Create a New view, give it a new and click on OK
- Whilst adjusting the View, edit the Columns option and add in the Categories field
- Click OK to save the changes
- Click on "Apply View"
- Then your inbox will show those emails, which have been saved to CDM via the green rectangle flag.
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