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Email Integration
As a lawyer it is critical we have email integration. I must beable to open a matter or email table and create and email that automaticaly creates a record of that email linked to that that matter without having to use the convoluted method of sending a CC to the mailbox folder and auto copying that my email table which is have to then manually link to a matter. This is HR intensive so very expensive. Most case managment systems have this functionality. For lawyers, it is critical and ethically compelling. What are you doing to integrate Outlook, etc. in your platform and when might it be implemented?
ID
2141
Category
TeamDesk
Author

Dean Guidry
Date Created
2/9/2026 6:59:09 AM
Date Updated
5/15/2026 10:58:32 AM
Status
New Idea
Score
30
Promoted By
Luison LassalaL. C. ParkerDean Guidry
Comments
L. C. Parker 2/25/2026 11:08:42 AM
This is doable with the current tools, I have it set up for a few tables.

Each table has a custom hash field with a prefix that is used to join the incoming mail

For example, Case “Doe v. Poodle Daycare, LLC” might have the corresponding id “CASE.eppoxnsdqo0064”

I then have SimpleLogin act as a relay to the built in mail to database record.

We the extract the original “to address” to join

I am going off of memory and a quick glance at the field, but can dig deeper to document if you want
—-

RecordEmailAddress Formula
[Record ID Hash] & "@ td.idolawstuff.example.com"

E-Mail to Database Record
CASE.eppoxnsdqo0064@ td.idolawstuff.example.com
—-
Luison Lassala 5/15/2026 10:58:32 AM
@LC Parker I would be keen to know more about this. Could you contact me directly at luison@bedrocksuccess.ie, or post more information here for everyone's benefit.
I have a few clients that are requesting tighter integration between db records and email replies: i.e. when they send an email from a db record using a Workflow Email Alert Action, and the recipient replies to that email, they would like a copy of the reply to be stored with the db record that initiated the email action (e.g. as details table record).
Is that what your suggestion above achieves??
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