[{"data":1,"prerenderedAt":247},["ShallowReactive",2],{"\u002Fupdates\u002F2026-09-10-link-outlook-emails-to-related-records-you-already-use":3,"surround":238},{"id":4,"title":5,"body":6,"date":215,"description":216,"extension":217,"head":218,"meta":219,"navigation":225,"path":226,"schemaOrg":218,"screenshot":227,"screenshotMargin":228,"seo":229,"sitemap":230,"stem":231,"tags":232,"__hash__":237},"updates\u002Fupdates\u002F2026-09-10-link-outlook-emails-to-related-records-you-already-use.md","Link Outlook emails to related records you already use",{"type":7,"value":8,"toc":206},"minimark",[9,13,18,30,37,41,63,67,149,160,164,184,188,197],[10,11,12],"p",{},"Until now, adding an email from Outlook with the Outlook add-in mainly followed the people Kinabase already recognised. A useful message could sit on a contact while the related record your team works from stayed empty.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,21,25,26,29],{},"Kinabase Outlook add-in now lets you decide which records an Outlook email should show on, instead of following only the people it recognised. Under ",[22,23,24],"strong",{},"Link to"," you can keep or remove the matched people, and ",[22,27,28],{},"Choose records"," suggests records connected to them while letting you search the collections you have enabled.",[10,31,32,33,36],{},"You can also create the related record from the message itself - the email is added first, then moves onto the new record when you save it. The add-in's ",[22,34,35],{},"Settings"," control which collections are suggested, and whether Kinabase uses AI to fill a new record in from the email for you to review.",[14,38,40],{"id":39},"why-it-matters","Why it matters:",[42,43,44,51,57],"ul",{},[45,46,47,50],"li",{},[22,48,49],{},"Keep the email with the work"," by showing it on the related records you already use, not only on a matched person.",[45,52,53,56],{},[22,54,55],{},"Choose every link"," so the email lands where your team looks, even when nobody in the message is in Kinabase yet.",[45,58,59,62],{},[22,60,61],{},"Stay in control"," with only the collections and records you can read and add activities to, and a review step before any AI suggestion is saved.",[14,64,66],{"id":65},"how-it-works","How it works:",[68,69,70,81,91,101,116,131],"ol",{},[45,71,72,73,76,77,80],{},"Select an email in Outlook, navigate to the Outlook add-in and click ",[22,74,75],{},"Link to Kinabase",", then select ",[22,78,79],{},"Add email to Kinabase",".",[45,82,83,84,86,87,90],{},"Under ",[22,85,24],{},", check the people Kinabase matched. Click the cross on a chip to remove someone, or click ",[22,88,89],{},"+"," and their name to put them back.",[45,92,93,94,97,98,100],{},"Click ",[22,95,96],{},"+ Link record"," to open ",[22,99,28],{},". It suggests records connected to the people or company in the email, and you can search the collections you have enabled.",[45,102,103,104,107,108,111,112,115],{},"Tick the records the email should show on and click ",[22,105,106],{},"Done",". Add an optional note, then click ",[22,109,110],{},"Add email",". ",[22,113,114],{},"Email added"," lists where it landed.",[45,117,118,119,122,123,126,127,130],{},"To start a new related record instead, click ",[22,120,121],{},"Create record",", leave the ",[22,124,125],{},"Create a new"," switch on, and click ",[22,128,129],{},"Next",". The email is added first, then you create the record in Kinabase and save.",[45,132,133,134,136,137,140,141,144,145,148],{},"To change which collections are offered, open ",[22,135,35],{},", tick them under ",[22,138,139],{},"Suggested records",", and turn ",[22,142,143],{},"Start with connected records"," and ",[22,146,147],{},"Fill in new records from the email"," on or off.",[10,150,151,152,155,156,159],{},"Note: To add several emails, select them in Outlook and click ",[22,153,154],{},"Add 2 emails to Kinabase"," - one ",[22,157,158],{},"Link all to"," choice applies to every message. Emails with nobody in Kinabase are skipped unless you link a record, and adding multiple emails is not supported on Mac.",[14,161,163],{"id":162},"when-to-use-it","When to use it:",[42,165,166,172,178],{},[45,167,168,171],{},[22,169,170],{},"Sales teams"," chasing a tender can add the buyer's reply to the opportunity record as well as the contact, so the whole bid team sees it without anyone forwarding the thread.",[45,173,174,177],{},[22,175,176],{},"Client services teams"," handling a complaint can link the message to the case record, even when the customer writes in from a personal address nobody has in Kinabase yet.",[45,179,180,183],{},[22,181,182],{},"Recruitment teams"," can create a candidate record straight from a speculative CV email, with the message already attached before they finish filling in the form.",[14,185,187],{"id":186},"get-started","Get started",[10,189,190,191,193,194,196],{},"Open ",[22,192,75],{}," on your next email and click ",[22,195,96],{}," to choose where it should show.",[10,198,199,200,205],{},"If you have questions or feedback, we would love to hear from you. Email ",[201,202,204],"a",{"href":203},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":207,"searchDepth":208,"depth":208,"links":209},"",2,[210,211,212,213,214],{"id":16,"depth":208,"text":17},{"id":39,"depth":208,"text":40},{"id":65,"depth":208,"text":66},{"id":162,"depth":208,"text":163},{"id":186,"depth":208,"text":187},"2026-09-10","Add an email to the people and related records you choose, not only a matched contact, through the Outlook add-in. Search, create a new record from the message, and see where the email landed.","md",null,{"readingTime":220},{"text":221,"minutes":222,"time":223,"words":224},"3 min read",2.68,160800,536,true,"\u002Fupdates\u002F2026-09-10-link-outlook-emails-to-related-records-you-already-use","\u002Fupdates\u002F2026\u002F2026-09-10-link-outlook-emails-to-related-records-you-already-use.png",false,{"title":5,"description":216},{"loc":226},"updates\u002F2026-09-10-link-outlook-emails-to-related-records-you-already-use",[233,234,235,236],"Activity","Record","Outlook","Integration","AFIv2K6MqBwKkHw8gmPUGIL5XyW9iwFdlLVVjOhXzt0",[239,243],{"title":240,"path":241,"stem":242,"children":-1},"Build formulas with guidance at your cursor","\u002Fupdates\u002F2026-09-02-build-formulas-with-guidance-at-your-cursor","updates\u002F2026-09-02-build-formulas-with-guidance-at-your-cursor",{"title":244,"path":245,"stem":246,"children":-1},"Require a type before a record can be saved","\u002Fupdates\u002F2026-09-14-require-a-type-before-a-record-can-be-saved","updates\u002F2026-09-14-require-a-type-before-a-record-can-be-saved",1789744619442]