The NextAgency Email Add-in for Outlook enables you to associate an email with case records directly from within Outlook. To set up the add-in, please see this Set Up the NextAgency Email Add-in article. To use the add-in, please read on.
When using Outlook on your desktop: Click on your Outlook Home ribbon's NextAgency logo. (If you don't see this logo you may need to customize your ribbon).
The add-in will prompt you to enter your NextAgency credentials. Once authenticated, a widget will open, allowing you to select one or more cases. Click Associate, and the add-in will attach your email to the Email tab for the cases you selected.
When using Outlook on a website: Click on the three dots, choose NextAgency from the options, and enter your NextAgency credentials. Then, select the desired case records and hit Save.
Upon your initial sign-in, you'll be directed to the Microsoft permissions page. It's essential to click on 'Accept' as this step is necessary to view/download the attached files within NextAgency.
You can always remove the permissions by visiting Microsoft's consent page.
To do so:
1. On the consent page, please find 'NextAgency Email Add-In for Outlook' and click on 'Edit'.
2. Click on 'Remove these permissions' to proceed.
To View the Emails in NextAgency: Emails assigned to cases from within Outlook are displayed in the Email tab of case records. By default, this tab is hidden. To display the tab, go to Settings > Agency Settings > Preferences. Click on the Personal sub-tab and then toggle on the 'Need Emails tab in Cases' option. Click the 'Save' button.
To view the emails attached through the NextAgency Outlook Add-in, open the corresponding Case record, and then click on the 'Emails' tab. Within this tab, you will find all the emails that have been attached to the specific case.
If you have any questions or need assistance, please reach out to the NextAgency support team at firstname.lastname@example.org.