The emails linked to a matter are kept in the Communications tab of the matter, together with its call logs and secure messages. From there you can find an email, read it and record the time you spent on it.
Note. Maatdesk doesn’t create email accounts. It shows the emails of your existing email account that are linked to the matter.
Table of contents
Link emails to a matter
You link emails to a matter from your mailbox, with a Maatdesk add-on:
- Gmail: install Maatdesk for Gmail from the Google Workspace Marketplace. With it you link an email, or all the emails of a conversation, to a matter and save the attachments to a matter folder. Linked emails get the Maatdesk Linked label in Gmail.
- Outlook: see Maatdesk for Microsoft Outlook.
Open the matter emails
Open the matter and click More > Communications. The Emails sub-tab opens first.
- The Communications tab.
- The sub-tabs: Emails, Call Logs and Secure Inbox.
- The filter button.
- The columns: Date, Subject, From and To. The newest emails are listed first.
- The view button and the actions arrow of each email.
- The number of emails.
Email actions
- Click the actions arrow of the email.
- View Email opens the email.
- Associated time entry records or opens the time entry for the time you spent on the email. See Getting started with Time entries.
- Delete removes the email from the matter.
Read an email
- The subject.
- The sender and recipients.
- The date and time.
- The body of the email.
- Open in Gmail opens the email in your Gmail account, where you can reply or forward it.
Filter the emails
- Click the filter button.
- Filter by Date, Subject, From or To.
- Click Clear to remove the filters.
Call logs
The Call Logs sub-tab lists the calls recorded for the matter.
- The Call Logs sub-tab.
- Filter the calls by Date.
- The columns: Date, Time, Duration and Description.
- Total Time and Total Calls of the listed calls.
For secure messages with clients, see Secure Inbox module Overview.