Managing Email

• Connecting to a Google Mail account

  To Start: Choose the Inbox icon on the left menu Choose the Connect Account button and then Google Create an App Password: IMPORTANT: Now, you will open another tab, go to Google, and create an app password Go to myaccount.google.com and be sure to be using the Google account that you will con...

• Connecting to a Microsoft (Office365, Outlook.com) Email account

  ------------- Organizations on Office 365: Prerequisite for Office 365 users only *(not required for outlook.com users):* It is required that an administrator for Office 365 allow your Office365 users to consent to adding apps.  The Office 365 administrator can do that by: In the Microsoft 365 ...

• Key Actions with Email in Client Hub

  There are 3 key actions that you can take on Email threads in Client Hub.  Here are the effects of these actions: Mark as Done This will remove the email from the email list in the inbox  It will remain in the email panels of any internal workspaces that the email is associated with In Google, t...