Creating Activities, Cases, Tasks, and Claim Notes from Outlook

Did you know that you can create activities, cases, tasks, and worker's comp claim notes from your Outlook email? Additionally, you can attach an email message to an existing dataform or a task!

First, you must ensure that you have installed the email add-in for Outlook. The add-in is what connects your Outlook email with ClientSpace. To install the add-in, see the topic Email add-in for Outlook. After you have installed the email add-in, you are ready to create activities, cases, tasks, and claim notes. You want to target emails that are relevant and then post the emails to ClientSpace.

Overview of the process

The following list provides an overview of the process. Link to the various topics for specific procedures.

1. Install the email add-in for Outlook. See Email add-in for Outlook.
2. Post emails to ClientSpace. See Posting emails to ClientSpace.
   • Attach To Record (See Attaching emails to Dataforms and Attaching emails to Tasks)
   • Create Activity (See Creating Activities from emails)
   • Create Case (See Creating Cases from emails)
   • Create Task (See Creating Tasks from emails)
   • Create Claim Note (See Creating Claim Notes from emails)