Mailsync is the fastest way to store your emails directly in their respective contacts or matters in PracticePanther. It works through mail forwarding- in other words: every contact, and every matter have their own unique email (forwarding) address.
Please watch this video or follow the steps below:
1) To find the Mailsync address for a contact or a matter, navigate to the activities tab in a contact or matter, and click on the "Mailsync" button.
A window will then pop up, displaying the unique email address for the contact/matter.
2) Copy this email address, and paste it in the "To" or "Bcc" field, when sending an email. However, if you enable the Calendar, tasks & contacts sync, PracticePanther will also transfer over all the Mailsync addresses. This way you don't have to go back to PracticePanther each time you're sending out an email, to check for the Mailsync address.
Disclaimer: Outlook will not auto complete the mail sync address.
What happens now?
After sending the email to the Mailsync address, it will appear in your activities tab (in the contact/matter it was sent to). You can even log a time entry for the email, by hovering over it with your mouse, and selecting "log time".
If you want to see which emails have time logged, you can enable the "Time Logged" column by clicking on "Choose Columns".