Here's how to set up your mailboxes to sync messages to Plannr.
Setting up your Mailboxes
Go to to Business > Useful Links (on the left-hand menu)
Then click Mailboxes
From here, select Add New and choose the appropriate Mailbox type:
Clicking this brings up the following for you to fill in.
IMAP
In order to set up email integration via IMAP, you need an app password. This can be generated by going into your email and following your mail provider's steps for app passwords. For the purposes of this article, I will demonstrate this via gmail.
Below are the Google instructions:
Going into 2-Step-Verification you can see App Passwords at the bottom.
From here you can name and then create a new app password.
Once this is generated, enter in the details into the form that appears after selecting -> IMAP
Outlook
Log into your Outlook account
You'll then be asked to give Plannr permission to your mailbox. Click accept.
Once completed, a block will be created showing the following:
Mailbox type
Mailbox Name - which can be changed by clicking on the pencil icon
Email
State - which will show if connected successfully or if there are any errors
Once your mailbox is connected Plannr will search for emails against your contacts and populate the new Emails area within Work, filing emails against each appropriate contact record from then on. It will not file any emails prior to this.
Please note, that if you delete a mailbox from Plannr, it will permanently delete ALL emails previously saved via that mailbox and there is no way we are able to reinstate these emails.
More information on our Email Integration is available here.