My Settings
Articles regarding user settings
By Krista and 1 other2 authors7 articles
Calendar Authentication
Articles regarding individual user calendar integration setup and management
- Google Calendar IntegrationLearn how to set up the Google Calendar integration to display meetings in the Task Dashboard and auto-create engagements in ClientSuccess.
- Microsoft Outlook Calendar IntegrationLearn how to set up the Microsoft Outlook Calendar integration to show meetings on the Task Dashboard and auto-create engagements in ClientSuccess.
Articles regarding individual user email integration setup, templates, and campaign setup
- Connecting a Microsoft Exchange AccountLearn how to connect a Microsoft Exchange email account to ClientSuccess via IMAP, including server address, port, SSL settings, and sync requirements.
- Connecting an Office 365 or Outlook AccountLearn how to connect an Office 365 or Outlook email account to ClientSuccess, including required Microsoft permission scopes and app password setup.
- Email Integration with ClientSuccessLearn how to set up email integration with ClientSuccess for Gmail, Office 365, and Microsoft Exchange so emails sync to the Engagement module.
- Gmail/ClientSuccess Email Integration: Domain SetupLearn how a G Suite domain administrator installs the ClientSuccess app so users can authenticate Gmail for the email integration domain setup.