Configuring Email

When you first click on the Sync tab, you'll see a screen like this:

...which will give you a link to click that will help you setup the connection between AssignCRM and your email system.

You should be able to find out these POP3 server settings from your Internet Service Provider. If you use the popular GMail service, you may need to change a setting in your account first - please read the article here for more information.

Once this is setup, you can go to the Sync tab and click Scan to start reading in your email. Please note that the first time Sync runs, it will only pull in up to 500 emails. If you need to import more than that please contact us.