Email Integration
Overcome inbox overwhelm
19 articles
- Email Integration OverviewDeclutter your inbox, turn emails into a tasks, pin emails to work, and have an audit trail of all emails between your client and team
- How to Integrate my Gmail & OutlookHow do I integrate my inbox with Financial Cents?
- How to Pin an Email to a ProjectHow do I attach a client email to an existing piece of work?
- Turn an Email into a Project / WorkManage ad hoc client requests by converting emails into projects
- How to Email a Client from Within Financial CentsI want to email my client inside Financial Cents, how do I do that?
- Track client communication - Email Audit TrailTrack all client email conversations between your clients and everyone at your firm
- How the Inbox Syncs with Gmail and OutlookHow exactly does my email inbox sync with Financial Cents?
- How to integrate your email with Financial Cents
- How to Add Email SignaturesAdd your email signature to Financial Cents
- Do I have to integrate my email to send client tasks or requests?
- Can I see my team members' emails?
- Can my team see my emails?Can other people see my emails?
- If I delete an email in Financial Cents, will it delete in Gmail or Outlook?When I delete an email in Financial Cents will this email be deleted in my original inbox?
- If I read an email in Financial Cents, will it read in Gmail or Outlook?When I read an email in my Financial Cents inbox, will this email also be read in my original inbox?
- If I archive an email in Financial Cents, will it archive in Gmail or Outlook?When I archive an email in my Financial Cents account will this email also be archived in my original inbox?
- If I send an email from Financial Cents, will it be in my sent folder in Gmail or Outlook?Will my emails sent from Financial Cents show up in my original inbox?
- Can I Integrate Multiple Emails?I want to add more than one inbox to my email integration, how do I do that?
- Do you import my past email history? How many emails do you import?
- An email is not showing up in my Financial Cents InboxI don't see an email in my Financial Cents inbox