If you use Office365 for your email, you can connect your account and have Firm360 automatically pull in any emails relevant to client contacts as Activities.
To enable MS Office 365 Email integration for the firm:
1. Navigate to Settings in the black ribbon on the left > Integrations > Enable Email Sync > Choose Office365
2. Click Save on the bottom of the page
To setup MS Office 365 Email sync, each user must complete the following steps:
1. Click your name in the top right corner of Firm360. Click “Office 365 Sync.”
2. Click “Connect Office 365.”
3. You may be prompted to login to Office365 and/or allow access for the Firm360 app. Login and/or allow accordingly.
4. Once the connection is complete, you will be able to set the default “Activity Type” to “Email.”
5. You are now connected. Any emails received by any Firm360 contacts will show up under the “Activities” tab for the corresponding client.
Additional Information
- The Email Integration automatically syncs incoming emails. When an email is identified as being related to a client, an Email Activity is created in Firm360 with the email content. Emails are linked to a client when the email address matches one of the recipients or the sender listed in the client's contact information within Firm360.
- The Email Integration does not automatically syncs outgoing emails unless you include a Firm360 Users login credentials email in the Email Message.
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- Example: Compose and Email to a Client Include your Email as a recipient
- Example: Compose and Email to a Client Include your Email as a recipient
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- When a contact is linked to multiple clients, when syncing the integration will make an educated guess and mark the activity for review on your dashboard. From there, you can easily approve the suggestion or reassign it to a different client with just a click.
- Firm360 pulls in new emails every 10 minutes. If you receive and delete an email right away in your email platform, it will not be synced into Firm360.
Troubleshooting:
If the Office 365 sync is not connecting. Please disconnect, clear cache and cookies for the web browser, then re-connect.
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