➕ Linking an e-mail to a Case in Casefriend

🖋️ Where You Can Link an E‑mail

You can link an e‑mail to a Case from any of these locations:

• E‑mail Insights Page (Link to Case button next to each e-mail)
• E‑mail Panel Menu (Link e-mail to an Event)
• The Hopper (Link to Case button next to each e-mail)

📤 Step 1: Select the E‑mail

• Click the Link to Case button next to an email or select from the list and click the Link e-mail button.

✅ Step 2: Confirm Association

Select the Case and Event.

• Select Link to existing Event to link your e-mail to an existing Event
• Select Link to new Event to link your e-mail to a new event.

⚠️ The Event Type Electronic Communication is selected by default

• Click Link e-mail
  • Event is created and saved automatically.
  • If time recommended tracking is enabled, the Time Entry form will appear.

📌 Key Tips

• Always select the correct Case before linking the e‑mail.
• Linking to an Event ensures accurate billing and complete documentation.
• If your firm uses automatic billing prompts, you’ll be asked to enter time after creating the Event.

❓ FAQ: Linking E‑mails

1. Do I need to select a Case before linking an e‑mail?
Yes. Selecting the correct Case ensures your e‑mail is properly linked and tracked.

2. Can I link multiple e‑mails at once?
Yes. Use multi‑select in E‑mail Insights to link several e‑mails to a Case in one step.

3. What happens if I don’t create an Event?
You cannot! An e-mail must be linked to an Event.