You can create a party (individual or business) directly within your inbox.
How to Create a Party From Your Inbox
- Log in to Outlook.
- Navigate to an email.
- Open Inbox.
- Select the + icon.
- Select one of the following:
- Party: For business entities
- Litify Individual: For individual people
- Fill out as many fields as necessary.
- Select Create.
You can view parties linked to an email from the Litify Individuals/Accounts collapsable section. This section only appears when at least one party is linked to the email.