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Create a Client Record from an Inbound Email

You can create a client record from your emails in your inbox if you have either Exchange Synchronisation or Inbound Email with Chameleon-i.

 

  • From the Main Menu Click 'Mail' and select your 'Inbox'.

Inbox Grid

  • Click the Create client button
  • From the popup you have the option to either 'Choose Company' which already exists or create a new one by ticking the 'New Company' button.

  • Once you have selected a company or entered details for a new company record, click the 'Next Step' button.
  • Check the Client details and complete the client details and press the 'Save' button to create the client record in your database.

NOTE: When you create a client record and refresh the email inbox, a blue icon will display next to the email address to indicate there is a client record associated with the email.