Summary of new features in this release
Outlook Add-in (beta)
CrushBank now offers an Outlook Add-in allowing users to ingest email threads and attachments from Outlook into their CrushBank instance. Simply highlight the email you want to ingest and then click the Add to CrushBank button on the toolbar as seen below, and a new window will open walking you through the steps. You will have a chance to associate the email to a client, edit the message content, and select any attachments on the email that you also wish to ingest.