Setting up your Redbrick Outlook Add-In.
If not already open, Click "Related Matters"
Click the "..." next to Search For
This defines what you are searching the email for
This will depend on your preferences, for example if you are using an integrated accounts system such as Klyant or Quill its worth leaving this ticked. The more you leave ticked the longer it will take to search the email - especially if its a long chain.
Generally the ones that create the best matches are;
Accounts References, Filtered Subject Line, Manual Search Data and UCRNs
Click the "..." next to Search In
Everything that was found in the previous search the add in will now search your database for. This section defines where in the database it will search - depending on the size of your database it usually quicker to filter these to the best areas to search.
Case Filtered Addresses, Accounts/Case References and UCRNs generally give you the best results.
Other Parties is one most people will disable. If it does find another party that matches, the chances are it will be on many cases so may present too many results.
Your outlook add in is now customised and the next time your click "Send to Redbrick PM" the results should be more accurate and quicker.
As you get used to the system its worth playing with these settings to set them up the best way for you.
Related Articles
Re-enabling the Outlook Add In
Click "File" in outlook If "Slow and Disabled COM Add-Ins" is highlighted Click "Manage COM Add-ins" If not Skip to the FILE>Options section below. Click "Options" next to Redbrick PM Click "Enable this add-in" then "Apply" IF "Slow and Disabled" ...Setting up new Users
How to set up a new user You must have Administrator permissions to perform this. From the Options menu, select Users and Groups: In the new window, select Add User: This will open a new window with user details. Most of the data capture in here is ...Email Templates
Document Templates are generally designed to be sent out as letters and as such, the formatting does not suit an email. Instead, specific Email Templates can be set and selected when generating from the New Document screen, emailing an attachment ...Redbrick Cloud - Getting Connected for the first time
Step one: Download the windows authenticator application on your Phone Either search the apple store or the google play store on your mobile phone and download the “Microsoft Authenticator App” you will need this later! Step two: On your computer get ...Redbrick Cloud - Ending or Restarting a Crashed Application
When using Redbrick Cloud, if an application crashes such as Adobe, Outlook, or Redbrick PM itself, sometimes the easiest way it to force close the application and re-open it. You might be used to, on your local machine pressing Ctrl+Alt+Del to open ...