PLEASE NOTE: Email integration can occur on both a personal and organisational level. To find out more about how to do this on a personal level, click here.
Trail can integrate with your email account if your provider is Gmail or Outlook 365. Linking to the organisation's shared inbox with Trail, such as a 'support@youradvice.co.nz' or 'info@youradvice.co.nz' email address, has various benefits including:
Emails being sent to your clients will come from the integrated Shared Inbox Link address if a user doesn't have their own email integrated
All emails will be synced from the Shared Inbox Link and displayed on corresponding client profiles if they exist in Trail, so all emails will be captured
How to integrate your Organisation's email
Go into your Organisation Email Integration Settings
Select Share Inbox Link.
Follow the same steps as outlined in our Gmail/Outlook guides
(linked in previous step)You have connected an email address to your Organisation Shared Inbox 🎉
Without email integration, all your emails will be sent from the support@gettrail.com email address.
Emails not sending properly
If you have integrated your email, but you are receiving an error message when you try to send an email to a client, please read this article.