Gmail Integration

The Gmail Integration allows you to connect your inbox to so you can exchange emails with clients and save them as part of the case record  After you connect, will automatically log relevant email replies in your inbox and log these in the case in You can also track any email sent from in your Gmail Sent folder!  Emails will appear in the Case Feed in

Setting up Gmail Integration

Note:  you must be an Administrator to set up Gmail integration.

  1. Log into the program as an Administrator.  Click on ADMINISTRATION in the bottom of menu on the Home Page.
  2. Click on APPLICATIONS.  


  3. Click on ENABLE next to Gmail to set up the integration.

    gmail2.pngGmail is now integrated and ready to be used.