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Looking for advice
Hello,
Hopefully someone can help point me in the right direction. I work with a company of about 50 or so office employees who are handling multiple construction projects. The issue we are having is that with our workload and fast paced environment, important emails do not always get filed or allocated to the specific job they pertain to. For example, we will get an email with authorization to proceed with additional work at an additional cost. We do the work, time goes by, we send the bill and the client then has no recollection or history of this "authorization" and denies the payment to us, or at least argues it. On our end, the email may have been deleted, lost or misfiled. My objective is to somehow auto-file / tag these emails that pertain to certain jobs and have them automatically filed into a folder for that specific job. We are all using Microsoft Outlook connected to Microsoft Exchange. Hopefully there is an easy solution, right now we are just relying on everyone doing their job and filing the emails in the corresponding folder on their account. Thanks in advance! |
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