Email Overview
1Stop Install provides robust email solutions. Click on a subject below to learn about Compose Settings, that allow you to update what email address users use to send emails, choose fonts and update signatures; Organization Emails, which creates a shared company-based email which all users can reply from; and in Email Configuration, learn how to save all email exchanges with your customers so their record always has a history of communication.
Compose Settings
To configure compose settings:
1. Click Setup>Channels>Email.
2. From the Email Configuration Tab, click the Compose Tab.
3. To change the font type and/or size, select the Font Type and Font Size from the appropriate drop-down list. You can see a preview of your selection before finalizing your choice.
4. A user can choose any one email address as the default "from" address, so that whenever they compose an email from their contacts, that default address is displayed. All email addresses that are added under an organization, or those configured through integration will be available in the list of default "from" addresses.
5. To add a signature to composed emails, click Add New Signature.
6. Enter the signature name, select the email address to be used, and type the desired signature in the space provided. Then click Save.
Organization Emails
You may want to create a shared company-based email account which all users can send emails from, for example, support@yourcompanyname.com. This is referred to as an organization email address and this has to be configured by the Administrator.
To add organization emails:
1. Log into 1Stop.
2. Click Setup > Channels > Email.
3. From the Email Configuration Tab, click Organization Emails tab, and click Add Email Address.
4. In the Add Email Address page:
- Add a Display Name. This helps identify who sent the email, especially if the email address of the organization is not specific.
- Enter the organizational email address to be used.
- Select who can use this organization email from the Profile dropdown list.
5. Click Create.
Email Configuration
Stop emails from being lost in employee inboxes. By configuring your email with 1Stop, you can capture all email exchanges with a Contact or Customer on an individual record. For example, if a user sends an email to a Contact in 1Stop, the email exchange will appear on the associated Contact Record.
Info
- Configuring your email only shows email communication between you and the Contact's email address inside 1Stop. No other email communication is captured inside 1Stop.
- You or your organization can decide if emails inside 1Stop are public, private, or viewable based on specific settings.
- When you send an email from your individual inbox, if it matches the email address of Contact in 1Stop, the will appear on that Contacts Record. If the Contact replies, you will receive it both in your inbox and within 1stop.
How to Configure Gmail
1. Log into 1Stop.
2. Click Setup > Channels > Email.
3. Click the Email Configuration Tab, the Email Tab and then the Get Started Button.
4. Click Gmail.
5. Click IMAP.
6. Log into your Gmail account and click Next.
If you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP configuration and not your regular email password (see below).
7. Click Allow in the next pop-up screen to allow Zoho to access your account.
8. Enter in your Name if it does not appear.
9. Click Public so that everyone in the organization can see the emails associated with the Contact record. You may want to hide interoffice emails, if so, exclude your own company domain, then click Save.
How to Configure Office365
1. Log into 1Stop.
2. Click Setup>Channels>Email.
3. Click the Email Configuration Tab, the Email Tab and then the Get Started Button.
4. Click Office365.
5. Click IMAP.
6. In the pop-up screen, type in your name, log into your Office365 account, and click Continue.
If you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP configuration and not your regular email password (see below).
7. Click Public so that everyone in the organization can see the emails with the contact. You may want to hide interoffice emails, if so, exclude your own company domain. Then click Save.
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