The situation
An important reply may stay in your inbox while the rest of the case is elsewhere.
Email import and reply tracking
Bring your emails into the right case
Bring your email exchanges into the right case, with their attachments, and see when a reply arrives.
Bring useful exchanges into the right case.
A quote and its attachment may remain in your mailbox while the rest of the situation is already filed. You choose .eml files or a connected mailbox if one is available. After reading, you review the suggested messages, select those that concern the case and confirm which attachments to include. Selected messages appear under Emails, and selected attachments under Documents. The imported originals remain accessible separately.
What Zelnest shows
You choose messages to import and confirm their link to the case, with attachments when available.
Result and next step
Find the exchange beside your other items and check what it changes before taking the next step.
What to check
Importing is not sending; the record depends on the messages you actually select and retrieve.
How it works
- 01
Choose the source
.eml files or your connected mailbox, read-only.
- 02
Select the messages
Review the selection and remove what does not belong to the case before confirming.
- 03
Follow the replies
With your permission, replies to known threads are detected; a doubtful case is put to you.
A practical example and something to check
Fictional example.
In “Home repairs”, you keep the message carrying a quote and its attachment but leave out an advert received on the same day. A later reply to a known thread may be suggested for tracking if you enabled it. Check the sender, subject and content before linking it; a matching address alone is not enough.
When the link is doubtful.
Leave the message for review rather than attach it to the wrong case. A personal connection, successful import or received reply is not assumed. Importing does not send a message; due date reminders have separate settings.
What you can do
Keep the originals
Messages and attachments are stored encrypted and stay downloadable.
Send from your mailbox
Your letters as PDF, after preview and confirmation.
Resume an import
An interrupted import resumes without duplicates.
What Zelnest does not do
Zelnest does not change your mailbox and sends no email automatically. The same address is not enough to link a message to a case.
Explore Zelnest
Explore the features presented here and their limits.