Techy question- I am trying to get dialed in on best practices for inbox management after an email is linked to a matter… I have been deleting these messages but this causes some of the the emails, though apparently not all, to be under a deleted email tab in smokeball rather than the received tab. Is it better to start using the archive feature?
If it matters I am on classic outlook still due to an issue in installing the add-in but plan to switch to new outlook when that is resolved.
+1Hello Travis,
You can absolutely delete emails once you have associated them with the matter and have it not affect the email in Smokeball. We make a copy of the email. It is no longer linked to that exact email in Outlook. We will often delete emails when we notice that there have been duplicates saved to the matter. Whichever email that was saved that is a duplicate gets deleted. Could that be what you are seeing?
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