ClientConnect, Engage, MS Exchange, SMS and Email
41 articles
Getting Started with External Communications
External Communication Tips FAQ
General External Communication Settings
Action Triggers and Sending Task through ClientConnect/Engage
Getting Started with ClientConnect
ClientConnect Configuration GuideLearn how to configure various ClientConnect features.
ClientConnect Communication Settings
Configuring About Me in ClientConnect
Changes in Penelope when using ClientConnect
Setting Your Client Facing Availability
Creating and Managing ClientConnect AccountsHow to create and manage new and existing ClientConnect accounts!
ClientConnect User Account Status
ClientConnect and Stages
Paying with PayPal in ClientConnect
Enable/Disable Client Ability to Add/Edit Address and Contact Information in ClientConnect
Sending Completed Documents through ClientConnect
Managing Event Requests in ClientConnectEnable event requests, change the default event duration, and restrict event requests!
Add a Surrogate to an Individual's ClientConnect Account
Using User Defined Fields in ClientConnect
Known Issue: ClientConnect Active User Defined Fields not getting activated
Troubleshooting: (Error Code: 1202) appearing when requesting an Event through ClientConnect
MS Exchange Setup
Getting Started with MS Graph Exchange SynchronizationAll about Exchange Sync
How to Set Email as Safe in Office 365Are emails from Penelope always being flagged as spam? Check here!
Exchange (0365 and Penelope Configuration) - Default Scope
Exchange (0365 and Penelope Configuration) - Limited ScopeExchange setup with a Limited Scope
Microsoft Exchange MSGraph Error Messages
Known Issue: "The resource could not be found." cannot be cleared