Note: The new Gmail and Outlook plugin overhaul and replace LabelSync. If you have Gmail or Outlook, download the plugin, and forget about LabelSync.
Email Integration allows you to seamlessly organize contacts and matters between our software and your preferred email provider.
Note: LabelSync doesn't sync attachments to PracticePanther. If you would like to include attachments in the archived emails, please use MailSync. Click here for more information on MailSync.
Our software can sync with any IMAP enabled email provider, including (but not limited to) Gmail, Outlook, AOL, Exchange, Yahoo!, Office 365, and iCloud.`
1) To sync your email, go to your Settings and, under 'Integrations', select 'Email'.
2) Switch "Label Sync" to 'Yes' and select your email provider. Input your username and password, and then click 'Save'.
What happens now?
A new folder now appears in your mailbox (called PracticePanther). This folder contains folders for all your contacts. Inside the contact folders, you'll find their respective Matter folders. When you drag an email into a folder, it automatically gets synced to the contact or matter in PracticePanther.
Note: Labelsync typically takes between 30-40 minutes to sync.
Your emails from the software will show up in the activities tab inside of the Contact or Matter. You can sort your activities from showing "All Activities" to show only "Emails".
You can search any email in the software by searching for it in the Search bar on the top left of the page.