Integrating Email - Cloud Platform Setup
Integration of your email allows you to send emails from Tracker pro with your normal email address on it and additionally adds any emails sent including any attachments into your Sent Box on your normal email system.
This covers all known email systems including Outlook, Exchange Server, Office 365, Gmail , Gsuite and custom IMAP systems.
The process to integrate your system is a simple one and involves a simple integration process during which you will be asked for your email user and login details.
Step 1 Open the users from Admin Section
Step 2 Ensure the email address of the Tracker Pro user matches the email address in the third party email that you are integrating with.
Step 3 Click on the icon of the key to begin the integration process.
Step 4 Select your email provider in the web browser dialog , entering/selecting the user when prompted completing the user wizard.
Step 5 Send a test email from the system ensuring the sent address indicates it has been dispatched by your email system and it appears in your Sent Box.
Step 6 Optional - Integrate the associated diary form the third party email app.
Always ensure the email address of the Tracker Pro user matches the email address in the third party email that you are integrating with.
Once this integration step has been completed the same channel will be used when the user sends emails from the Cloud Platform
Step 1 to 3 : Load Settings, check the email address and click on the key icon.
Step 4 Select your email provider in the web browser dialog ,
entering/selecting the user when prompted completing the user wizard.
Step 5 Send a test email and check the sending address and sent box
- Select Jobs
- Select Closed Jobs
- Click on Generate Reports
- Click on Email
- Click on the PDF icon for any report
- Enter any test email address and press Send then check the incoming email and check for the email in your Sent box.
Step 6 - Optional - Trigger Diary Integration
- Click on Enable Diary Integrate Diary
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