Email

The Email Accounts section in RunSensible allows you to connect and manage all your email accounts in one centralized location. This feature streamlines client communication, enhances team collaboration, and ensures that important emails are easily accessible and well-organized.

FAQs

Yes. To sync your Gmail account, go to Settings > Documents & Emails > Email Account and click the Add New Account button in the top right corner. On the next page, select whether you want to set up a personal or shared account, then choose Outgoing to continue. Next, select Connect a Gmail Account and click on it. Follow the prompts on the subsequent page by clicking the Continue button and signing in with your Gmail account credentials. Once you’ve completed these steps, your Gmail account will be successfully synced.

Yes. To sync your Outlook account, go to Settings > Documents & Emails > Email Account and click the Add New Account button in the top right corner. On the next page, select whether you want to set up a personal or shared account, then choose Outgoing or Incoming and Outgoing option to continue. Next, select Connect an Office 365 Account and click on it. Follow the prompts on the subsequent page by clicking the Continue button and signing in with your Outlook account credentials. Once you’ve completed these steps, your Outlook account will be successfully synced.

Absolutely! Start by selecting the appropriate category, such as Leads, Contacts, Institutions, or Matters, from the left-sidebar menu. Once you’ve chosen a category, click on the name of the desired entry to open its profile. From there, locate the Email button on the left side of the profile and click on it. In the email interface, you’ll find a Schedule toggle next to the Subject field. When you toggle it on, additional scheduling options will appear, allowing you to set the Delivery Date, Time, Interval, and Repeat Count. Configure these settings as needed to schedule your email efficiently.

Yes. To create a new email template, navigate to Settings > Documents & Emails > Email Templates. Once on the Email Templates page, click Create Template to begin. Fill in the required fields, including the template’s Name, Subject, Category, Category Variable, and the Body of the email. After entering all the necessary information, click Save to finalize your template. The newly created email template will then appear in the Email Templates list, where you can edit or delete it as needed.

First, ensure that your email account is properly synced and that IMAP is enabled. Check your email provider’s settings for further assistance.

Certainly! On the profile page, look for the Email button on the left-hand side and click it. In the email interface, you’ll see an Add Attachment button, which allows you to include a file or document by selecting from existing files or uploading a new one.

Yes! On the profile page, locate the ‘Communication’ tab to view the communication history. Each email entry provides key details such as the sender, recipient, timestamp, and subject line for easy reference.

Within the profile, locate the Meet button on the left side and click on it. This will open the event interface, where you can set the Reminder Time and Second Reminder Time according to your preferences. Next to these settings, you’ll see a toggle labeled Notify by Email—simply turn it on to enable email notifications.

Creating Email Accounts

Navigate to Settings, select Documents & Emails from the left menu, and then choose Email Account.

Connecting your Office 365 account

RunSensible provides options to connect either an Office 365 account or other email accounts using SMTP/IMAP.

Connecting an SMTP/IMAP Email Account to RunSensible

Select this option if your email provider uses SMTP (Simple Mail Transfer Protocol) or IMAP (Internet Message Access Protocol) for email access. This choice is suitable for connecting accounts from other providers (such as Gmail, Yahoo, or custom domains) that support SMTP/IMAP.

Setting a Primary Email Account

Only one account can be designated as the primary email account at a time. This primary account is used as the default for sending outgoing emails

Editing and Deleting an Email Account

Only one account can be designated as the primary email account at a time. This primary account is used as the default for sending outgoing emails