This article describes the Outlook Integration module within GhostPractice.

Overview

Add-ins in Outlook allow seamless integration with GhostPractice.
Emails can be saved to GhostPractice, Fees and File Notes can be captured to GhostPractice, and users can view the Transaction History without leaving Outlook.

Top Tips

When opening a matter, save the contacts in the file with their email addresses.
A list of all matters with that email address will show when saving an email to GhostPractice. This makes it easy to identify which file to save the email to.
Posting codes – a default posting code can be set per department, when saving an email or posting a fee to a matter, the default posting code will auto fill for the user.
Giving an email a keyword when saving it allows for easy and quick access to it at a later stage.
Document folder – the default document folder can be set up for the department in Practice Setup.

After saving the Fees and File Note, a pop-up screen will show. Complete the Fee or File Note details and click OK.

Refer to our Fees and File Notes document for more information on posting fees and/or a file note.

The Fee or File Note does not save an email and does not pertain to any email selected in Outlook.

Enter or Search for the Matter ID and click on the green arrow.
The Transaction History in outlook provides the user with a complete history of all transactions that occurred on this matter.