Email Sync Setup - Revision history

Jeff Epperson at 17:48, 10 July 2015

2015-07-10T17:48:17Z

Jeff Epperson at 17:47, 10 July 2015

2015-07-10T17:47:35Z

Jeff Epperson at 20:26, 21 April 2014

2014-04-21T20:26:44Z

Jeff Epperson at 19:36, 21 April 2014

2014-04-21T19:36:48Z

Jeff Epperson at 19:34, 21 April 2014

2014-04-21T19:34:19Z

Jeff Epperson at 19:33, 21 April 2014

2014-04-21T19:33:44Z

Jeff Epperson at 18:58, 21 April 2014

2014-04-21T18:58:57Z

Jeff Epperson at 18:58, 21 April 2014

2014-04-21T18:58:25Z

Jeff Epperson at 18:56, 21 April 2014

2014-04-21T18:56:42Z

Jeff Epperson at 18:56, 21 April 2014

2014-04-21T18:56:32Z

@@ Line 93: / Line 93: @@
 .219.250.28
 .219.250.29
 .219.250.170
 .219.250.171
 .188.7.218
 .188.7.219
 .188.7.220
 .188.7.221
 .255.117.166
 .255.117.167
 .219.250.40
 .219.250.41
 .219.250.8
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 .188.7.138
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← Older revision		Revision as of 17:47, 10 July 2015
Line 83:		Line 83:
	'''Charter'''		'''Charter'''
	mobile.charter.net (Port 993)		mobile.charter.net (Port 993)
		+
		+
		+
		+	== CallProof Server IPs for ISP Whitelist ==
		+
		+	In some instances, a user's ISP need to whitelist incoming email server IP addresses. Below is a current list of our IPs that may send email to rep accounts. This would be daily followup reminders, manager reports, etc. This is not for marketing spam, etc.
		+
		+	Please provide the following to the ISP if needed.
		+
		+	104.219.250.28
		+	104.219.250.29
		+	104.219.250.170
		+	104.219.250.171
		+	209.188.7.218
		+	209.188.7.219
		+	209.188.7.220
		+	209.188.7.221
		+	162.255.117.166
		+	162.255.117.167
		+	104.219.250.40
		+	104.219.250.41
		+	104.219.250.8
		+	104.219.250.9
		+	209.188.7.138
		+	209.188.7.139
		+	162.255.117.12
		+	162.255.117.13
		+	209.188.18.146
		+	209.188.18.147
		+	104.219.250.166
		+	104.219.250.167

@@ Line 10: / Line 10: @@
 ==  What is Email Sync Integration? ==
-CallProof can now be configured to poll email accounts and find emails with known CallProof contacts.  Specified folders will be searched and any emails that match a contact's email will be saved within their contact record.  All other email is ignored.
+CallProof can now be configured to monitor email accounts and find emails with known CallProof contacts.  Specified folders will be searched and any emails that match a contact's email will be saved within their contact record.  All other email is ignored.
 CallProof uses IMAP email servers to sync emails.  Most email providers supply imap servers with SSL (encryption).  Common providers are listed below.  Users may need to contact their IT department, manager, or CallProof support to get their IMAP server details.
@@ Line 16: / Line 16: @@
 When adding an email account, it may take 24 hours for the previous month of email to be processed by CallProof.  Once the past emails are processed, CallProof will check several times a day to keep email current.
-Emails will appear within the contacts records under the Email tab.  This will give users quick access to view email conversations with the contact.
+Emails will appear within the contact's record under the Email tab.  This will give users quick access to view email conversations with the contact.
 ==  Setting Up Email Sync ==
-To setup Email Sync on your account, log into the CallProof website.  Once Logged in, select HOME > Email Settings
+To setup Email Sync on your account, log into the CallProof website.  Once logged in, select HOME > Email Settings
 [[File:email_settings1.jpg|300px|thumb|center|Email Sync Settings]]
-On the Email Inbox screen, click on the '''Accounts''' option to access your email accounts settings to add a new one.
+On the Email Inbox screen, click on the '''Accounts''' option to access your email accounts settings and add a new one.
 [[File:email_settings2.jpg|300px|thumb|center|Click Accounts to access Email account settings and add a new one.]]
@@ Line 33: / Line 33: @@
-On the Add Email screen, fill out details for the user's email address.  Click submit to save.  Remember, CallProof uses IMAP email servers.
+On the Add Email screen, fill out details for the user's email address.  Click submit to save.  Remember, CallProof uses IMAP email servers with SSL.
 [[File:email_settings4.jpg|300px|thumb|center|Enter users's IMAP server details and username/password.]]
-On the Add Email screen, fill out details for the user's email address.  Click submit to save.  Remember, CallProof uses IMAP email servers.
+If the username and password are correct, and the server details are correct, CallProof will quickly check the email account and list the folders found inside.  Select all folders for CallProof to monitor.  Click SAVE.  At this point, the user's email is added and the email account will be monitored.
 [[File:email_settings5.jpg|300px|thumb|center|Select folder for CallProof to monitor within the user's email.]]
@@ Line 55: / Line 51: @@
-IMAP servers are needed for email syncing with CallProof.  Most email providers have IMAP servers to use.  These must be SSL compliance for encryption to ensure your safety and privacy.
+IMAP servers are needed for email syncing with CallProof.  Most email providers have IMAP servers to use.  These must be SSL compliant for encryption to ensure user safety and privacy.
-Below are some common IMAP server address.  If your provider is not found below, contact CallProof Support, your IT department, or manager.  CallProof will assist in trying to find out the proper IMAP servers for your email host.
+Below are some common IMAP server address.  If a user's provider is not found below, contact CallProof Support, your IT department, or manager.  CallProof will assist in trying to find out the proper IMAP servers for your email host.

← Older revision		Revision as of 19:36, 21 April 2014
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−	== ~~Setting Up~~ Email ~~Sync~~ ==	+	== IMAP Email Servers ==

@@ Line 70: / Line 70: @@
 '''Comcast/Xfinity'''
 Customers with Xfinity must migrate their email to new servers.  Use this link to begin the process.  Once completed, Xfinity will email server details to the comcast account.
-[[https://xcsignup.comcast.net/onboardingapps/imap]]
+https://xcsignup.comcast.net/onboardingapps/imap

@@ Line 45: / Line 45: @@
-Email will not be monitored.  It may take up to 24 hours for emails to begin appearing.
+Emails will now be monitored.  It may take up to 24 hours for emails to begin appearing.
 When emails are found and matched to a contact within CallProof, they will be stored within the contact's record.  Click on the EMAIL tab at the bottom to see these emails.
 [[File:email_example.jpg|300px|thumb|center|Example of email within a contact's record.]]

← Older revision		Revision as of 18:58, 21 April 2014
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	When emails are found and matched to a contact within CallProof, they will be stored within the contact's record. Click on the EMAIL tab at the bottom to see these emails.		When emails are found and matched to a contact within CallProof, they will be stored within the contact's record. Click on the EMAIL tab at the bottom to see these emails.
−	[[File:email_example.jpg\|300px\|thumb\|center\|~~Select folder for CallProof to monitor~~ within ~~the user~~'s ~~email~~.]]	+	[[File:email_example.jpg\|300px\|thumb\|center\|Example of email within a contact's record.]]

← Older revision		Revision as of 18:58, 21 April 2014
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		+	Email will not be monitored. It may take up to 24 hours for emails to begin appearing.

−		+	When emails are found and matched to a contact within CallProof, they will be stored within the contact's record. Click on the EMAIL tab at the bottom to see these emails.
−		+	[[File:email_example.jpg\|300px\|thumb\|center\|Select folder for CallProof to monitor within the user's email.]]
−	~~To begin configuring Google Calendar from the mobile app, select any contact~~ and ~~choose "Future Appointment".~~
−	~~[[File:cal_pick_future.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~A pop up with ask "Sync Followups with Google Calendars?" Select YES.~~
−	~~[[File:cal_sync.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~Google will now be contacted and ask for the user login credentials. This is all handled on Google's side and Callproof cannot see or access any information used here.~~
−	~~[[File:cal_google_login.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~After logging into Google,~~ a ~~permissions page will be displayed. This shows the information that Callproof is requesting from Google. Select ACCEPT on the bottom right of this page. After select accept~~, ~~the user~~ will ~~return to the Callproof app.~~
−	~~[[File:cal_google_allow.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~Select the calendar for Callproof to use. In Google Calendars, multiple calendars can~~ be ~~setup for different work. social, or personal needed. Creating a new calendar will separate Callproof events from other events in~~ the ~~user~~'s ~~Google Calendar~~. ~~Users can use their default calendars or create a new Callproof calendar.~~
−	~~[[File:cal_calendars_used.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~To create a new calendar, select Add Calendar~~ on the ~~bottom left. The user will be prompted for the calendar name. For this demo, we used Callproof Appointments. Click Submit on~~ the bottom to ~~save.~~
−	~~[[File:cal_add_new.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~Now, Callproof will once again what calendars to use. Select the calendar to use for Future Appointments and Followups. Click submit to save choices.~~
−
−	~~Once~~ these ~~steps are completed, user will return to the Callproof app.~~
−
−
−
−	~~== Setting Up Google Calendars on the Callproof Website ==~~
−
−	~~To setup Google Calendars from the website go to Contacts. To the right, select the Future Appointment button~~.
−	[[File:~~cal_setup_web~~.jpg\|~~100px~~\|thumb\|center\|Select ~~Future Appointment to Setup Calendars]]~~
−
−	~~On the Future Appointments Screen, select Google Calendar on the right hand side.~~
−	~~[[File:cal_setup_web_appoint_scr_s.jpg\|100px\|thumb\|center\|Select Google Calendar to setup.]]~~
−
−	~~Next, sign into Google to allow Callproof to post events to Calendars.~~
−	~~[[File:cal_setup_gmail_login.jpg\|100px\|thumb\|center\|Log into Google.]]~~
−
−	~~Confirm that Callproof can post events~~ to ~~Google Calendar.~~
−	~~[[File:cal_setup_gmail_conf.jpg\|100px\|thumb\|center\|Confirm Callproof access to post calendar events.]]~~
−
−	~~Now, the user is asked to select the calendar they want to use. Google Calendar can be configured with multiple calendars for different types of events. If~~ the user's gmail address is only used for work, we suggest selecting their gmail account. (Example: XXX@gmail.com) If a new calendar is needed, the bottom half of the screen can be used to create a new Calendar. Simply type the name and click submit under the new name. The calendar will be created and can now be selected for Future Appointments and Followups.
−	~~[[File:cal_setup_pick_cal.jpg\|100px\|thumb\|center\|Select calendar to use or create a new one.]]~~
−
−	At this point, Google Calendars are setup correctly and can be used as needed. Return to contacts and begin creating future appointments by refering to the first screen. Click the future appointment icon to add a future appointment.
−
−
−
−	~~== Adding a Future Appointment on Mobile ==~~
−
−	~~To add a Future Appointment to Callproof and send it to a Google Calendar, select a contact. From the contact menu, select Future Appointment.~~
−	~~[[File:cal_pick_future.png\|100px\|thumb\|center\|Index of Event Forms]]~~
−
−	~~Configure the future appointment as needed. Include any information needed in the calendar entry.~~
−
−	~~To include an invitee, enter their~~ email ~~and click add. Once it shows under the input box in a square, they have been added~~. At this time, Callproof can only add invitees to your calendar entry. To send the other invitees an email about the meeting, please log into Google Calendar on a PC, select the event, and then email invitees (about half way down on the right side).
−
−	~~Different options appear for meeting notifications. Select the method and how far in advance to see the reminder. Click the green + sign right of the time to add additional reminders.~~
−
−	~~[[File:cal_future_app_screen.jpg\|100px\|thumb\|center\|Index of Event Forms~~]]
−
−	~~After clicking Submit, the calendar entry will be saved to the selected calendar.~~
−
−	~~Future appointments can be quickly seen by selecting "Followups", then "Appt History", then click Future at the top. This will display all appointments that were setup as future appointments.~~

← Older revision		Revision as of 18:56, 21 April 2014
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−	~~[[File:email_example.jpg\|200px\|thumb\|right\|Example of email within a contact's record.]]~~
	== Beta Notice ==		== Beta Notice ==

		+	[[File:email_example.jpg\|200px\|thumb\|right\|Example of email within a contact's record.]]
	This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with detailed descriptions of the problem. Support will assist in resolving the issue. This page will also be updated as testing continues and may include changes to procedures or features.		This feature is currently in beta testing. Users may experience encounter a bug and are encouraged to email [[Support]] with detailed descriptions of the problem. Support will assist in resolving the issue. This page will also be updated as testing continues and may include changes to procedures or features.