How do I upload or import email messages into Solve? Should I save them as notes?

Instead of uploading email messages as notes, the best practice is to store them in a email system such as Google (Gmail) and link them to Solve. Here are some of the most important reasons why:

  • Keeps the email functionality intact, such as the ability to forward, reply, etc.
  • Prevents the loss of useful metadata such as header info, originator, recipient(s), subject, message timestamps and attachments
  • Maintains the system’s performance and the layout of the page
  • Linking large amounts of email messages from Google is simple and fast