Google (Legacy): User Setup

Google (Legacy): User Setup

After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM.

After this process is complete, you will need to Install the Outlook Add-in to enable email capture features if desired. You will need access to a Windows install of the Outlook software configured to display your Google email through POP3 or MAPI (IMAP is not supported).

After your CRM Admin user has completed the Google: Firm Setup, each User will be prompted to authenticate with Google. For most Users this will happen at their next login to AE CRM.

Users will receive a dialog box asking to establish permission to connect to Google. The User will have three options:

  • Ok: Proceed to authenticate with Google. The user will be directed to the Google login screen and redirected back to the AE CRM Google Configuration page after successfully authenticating and granting permissions (note that you must grant all permissions for the intergration to function).
  • Opt Out 1: The User will not have email, calendar, or other features enabled and will no longer receive prompts to authenticate.
  • Ask Later: User will receive the prompt again on next login. Email, calendar, and other features will not be available until the process is completed.

1 A User that has opted out can manually re-enable the feature and authenticate from User Profile > User Preferences by clicking Setup for Google Configuration.

Note! If you link the wrong Google account to AE CRM, uncheck the Google Configuration item in User Preferences and Save to break the connection. Then re-enable to log in with the correct account.

You will now be able to use the Correspondence Assistant for email and Create Email from Actions.

Additionally, you can now proceed with the following additional setup options:

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