Blog Post

Discover the Latest Updates to Our Gekko Portal

Caitlin Davis • Jul 15, 2020

We have recently added a host of handy new features to our Gekko Portal, providing a more modern look and making user experience smoother, sleeker and smarter.

Our Gekko Email Management module provides a completely cloud-based email management system, with intelligent, fast search, handy project folders with automated organisation, and a system accessible by the whole team, anywhere. 

We have recently made some updates to the portal interface, the Gekko tab within the Rapport3 interface, and the Gekko Web Add-In. 

New Portal Interface 

We have completely changed the user interface in our Gekko Portal in order to bring Gekko more up-to-date, along with some extra features which developers have been working on.
 
The majority of the features that previously existed within the old Gekko website are still there. However, we have added in various new features to the site, starting with: 

Entering your mailbox details upon logging in if the users details are incorrect - This is useful for users as it would provide them with an alternative access option if user details are wrong, and is a good way for users to be prompted to update their details so that they can carry on filing emails.

Updated layout - The layout of Gekko has drastically changed and has been updated to a more modern look, providing a sleeker and more sophisticated user experience. 

New Rapport3 (Gekko tab) Interface


We have also changed the layout of the ‘Gekko’ tab within the Rapport3 interface to offer the same information and layout as the new Gekko Portal. 

The fields still work in the same way and you can filter down as you previously would be able to on the old layout. 

This allows the users that have both Rapport3 and Gekko to view emails relating to specific projects or contacts within Rapport3 itself. Now users can find all essential project information in one place, without the need to switch between both Rapport3 and Gekko to quickly find an email.


When within the Projects section of Rapport3 and under the Gekko tab, the emails shown will be automatically defaulted to the project you are working on, only showing the emails relevant to that project, as seen below. You can then use the filters within the search criteria to find any specific emails relating to that project.


When within the Contacts section of Rapport3 and under the Gekko tab, emails will be automatically defaulted to the contact you are looking at, as seen below. This means that it will only show the emails that are related to that contact’s email address. Again, you can then use the filters within the search criteria to locate specific emails relating to that contact.  


Single Sign-On for Microsoft (Microsoft Identity Platform) and Google (Google OAuth2 API)



We have now released the ability to sign into Gekko through Single Sign-On. 


If you have a Microsoft account, you will be able to select ‘Login with Microsoft’ to log into Gekko. If you have a Google account, you will be able to select ‘Login with Google’ to log into Gekko.


This makes it much easier for users to log into Gekko if you have forgotten your password. It also gives our developers the ability to progress this feature even further over time, so that when logging in with either Microsoft or Google the user’s mailbox details will automatically be populated. 


Web Add-in

The Gekko Web Add-In is accessible for both Mac users and Windows PC users through Outlook. This can be deployed via the Office 365 admin centre and rolled out to all users at once, therefore preventing the need to install the Gekko COM Plugin on each user's PC. However, it does not yet provide the ability to file an email to Gekko upon sending; this is a feature that our developers are currently working on. When completed, it will mean that the web add-in will have greater functionality than the Gekko COM Plugin, providing users with greater benefits when filing emails to Gekko. 

There are 3 sections to the web add-in:   


Filing an email - The main section is filing an email. When clicking on an email, Gekko should show:

  • The email header
  • The amount of attachments
  • The recipient(s)
  • The sender(s)
  •  The date

There is a search box in which you can either search for a specific project to tag the email to, or you can use the list of projects below to simply select the relevant project and then use the ‘File Email’ button to file that specific email to Gekko. 

Create a new email - The section on the left in the image shows a feature where you can create a new email. From here you can click on a specific project, which will go within the ‘Subject’ of the email. Therefore, when clicking ‘New mail’ it should open the window to create a new email with the project name and number automatically completed in the ‘Subject’ line. 




Search for emails - The section located on the right of the add-in is a feature allowing you to search for specific emails that have been filed using Gekko. Instead of having to go onto the Gekko website to search for an email like you would previously, you can now search via the web add-in.   


Using the Gekko Web Add-In On Mobile 

The Gekko Web Add-In is also accessible via Outlook on your mobile phone. This allows you to file emails on the go, as well as search for emails anytime, any place. 


If you have any questions about our new Gekko features, please do not hesitate to get in touch! We provide free demonstrations of our Rapport3 software (register your interest here) and a free 14-day trial of Gekko (sign up here). 
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