Email Integration
Overcome inbox overwhelm
Email Integration OverviewDeclutter your inbox, turn emails into a tasks, pin emails to work, and have an audit trail of all emails between your client and team
How to Integrate my Gmail & OutlookHow do I integrate my inbox with Financial Cents?
How to Pin an Email to a ProjectHow do I attach a client email to an existing piece of work?
Turn an Email into a Project / WorkManage ad hoc client requests by converting emails into projects
How to Email a Client from Within Financial CentsI want to email my client inside Financial Cents, how do I do that?
Track client communication - Email Audit TrailTrack all client email conversations between your clients and everyone at your firm
How the Inbox Syncs with Gmail and OutlookHow exactly does my email inbox sync with Financial Cents?
How to integrate your email with Financial Cents
How to add my email signatureAdd your email signature for when sending emails from Financial Cents
How to Add Email SignaturesAdd your email signature to Financial Cents
Do I have to integrate my email to send client tasks or requests?
Can I see my team members' emails?
Can my team see my emails?Can other people see my emails?
If I delete an email in Financial Cents, will it delete in Gmail or Outlook?When I delete an email in Financial Cents will this email be deleted in my original inbox?
If I read an email in Financial Cents, will it read in Gmail or Outlook?When I read an email in my Financial Cents inbox, will this email also be read in my original inbox?
If I archive an email in Financial Cents, will it archive in Gmail or Outlook?When I archive an email in my Financial Cents account will this email also be archived in my original inbox?
If I send an email from Financial Cents, will it be in my sent folder in Gmail or Outlook?Will my emails sent from Financial Cents show up in my original inbox?
Can I Integrate Multiple Emails?I want to add more than one inbox to my email integration, how do I do that?
Do you import my past email history? How many emails do you import?
An email is not showing up in my Financial Cents InboxI don't see an email in my Financial Cents inbox