Add an email to a client timeline

1. Open the email and press Add to Timeline under Timelines in the information tray (or More actions > Add to Contact).

2. Choose the Contact tab and search for the client. Create Contact adds a new one if they are not in BMS yet.

   

   Add to Timeline: choose a contact or a job.

3. Press Add & Clear, or Add to keep it in Triage.

The email now shows on the client’s timeline for colleagues who can see it.

Tip

Hover the sender’s name to see their contact card, with View Contact, or Add Contact if they are not a contact yet. To file emails with a client automatically, see Share your email with colleagues.