1. Turn on Integrated Email

Check the box at Company>Company Info>Configure>Edit>Use Integrated Email

2. Add Email Account

Setup>Configuration>Email>Mail Accounts>New

• Gmail Account

• Generic Mail

Connect Gmail (Google Workspace)

Before you start you’ll need to configure or check the settings in the related Gmail accounts like this:

Check that IMAP is turned on

1. Open Gmail and click the ‘Settings’ cog in the top right corner of the screen.

2. Open the Forwarding and POP/IMAP tab and in the IMAP Access section select ‘Enable IMAP’.

3. Save your settings.

Go to Setup>Configuration>Email>Mail Accounts>New Gmail Account

Click 'Save' or 'Create Copy' to speed up setups.

Gmail Setup Legacy?

Use these instructions to review or modify the 'old' setup.

Connect Outlook

Go to Setup>Configuration>Email>Mail Accounts>New Microsoft 365 Account (Corporate)

Outlook Setup Legacy?

Use these instructions to review or modify the 'old' setup.

Repeat for each mail account you need to connect.

Enable Worker’s (user) access

You can give users access to up to five email accounts:

Company>Worker>Edit>Login Details>Accessible Email Accounts

Set up Email templates

Troubleshooting

On Google Workplace

If you get this error message

Check your credentials, settings and spelling. If these are correct go to this address:

And follow this pathway to change your security settings. Your connection from Salesorder to your email will still be secure. Less secure in this context, means you are not using dual authentication.