📥 Use Multiple Inboxes in Client Hub

Firm Users can connect and manage multiple email accounts in Client Hub. This allows you to view and work across all your inboxes in one place without switching tools.

🚀 What’s New

Previously, Firm Users could only connect a single email account.

Now, you can:

Connect multiple email accounts to your profile
View each inbox separately
Access a combined All Inboxes view to see everything in one place
There is no limit on the number of inboxes you can connect

🔗 Connect an Additional Email Account

Go to Inbox (Second Icon on the far left)
Click Connect Account (found at the bottom of the Inbox pane)
Select Google or Microsoft
Complete the connection process

For step-by-step instructions, see:

Your new email account will appear in the left sidebar under All Inboxes.

📂 Navigate Multiple Inboxes

Once multiple accounts are connected, you’ll see:

All Inboxes — a combined view of all connected email accounts
Individual email accounts listed separately
Each account includes:
- Inbox (Priority)
- Inbox (Recent)
- Inbox (Older)
- Sent
- All

This makes it easy to switch between accounts or manage everything from a single view.

👀 How All Inboxes Works

The All Inboxes view combines emails from all connected accounts into one unified list.

From here, you can:

View emails across all accounts
Manage and organize messages in one place
Quickly triage incoming communication without switching inboxes

⚙️ Manage Connected Accounts

To manage a specific email account:

Go to Inbox
Click the ⚙️ (Settings icon) next to the email address
Update settings or disconnect the account

Each email account has its own settings and can be managed independently.

🔄 How It Works with Existing Features

Multi-Inbox works seamlessly with existing email features:

Auto-linking applies per email account
Emails still link to Client Workspaces based on your settings
Inbox categories (Priority, Recent, Older) behave the same way for each account

💡 Best Practices

Use All Inboxes to quickly review and triage emails across accounts
Use individual inboxes when focusing on a specific email account
Keep account purposes clear (e.g., personal vs. firm communication)

📸 Example

After connecting multiple accounts, each email appears in the left sidebar with its own inbox views, along with a combined All Inboxes option at the top.

🎉 Summary

Multi-Inbox allows Firm Users to connect multiple email accounts and manage all communication from one place in Client Hub. Each account maintains its own structure, while All Inboxes provides a unified view across everything.