Link Email Accounts (New Web) - Revision history

Ashley DeBon: /* Typical workflow */

2026-07-25T12:39:09Z

‎Typical workflow

2026-07-25T12:38:59Z

‎Delete an email account

2026-07-25T12:38:37Z

‎Steps

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‎Choose which folders to sync

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‎Fix a failing account (Re-Sync / Re-authenticate)

2026-07-25T12:37:56Z

‎Columns

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‎Steps

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‎Add an email account

2026-07-25T12:37:23Z

‎Open and read an email

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‎Steps

@@ Line 328: / Line 328: @@
 # Use '''Inbox''' / '''Outbox''' (with the Filter) to review email history per contact.
 # If syncing stops, '''Re-authenticate''' or '''Re-Sync Folders'''.
 = Tips and important notes =

← Older revision		Revision as of 12:38, 25 July 2026
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	'''You can also remove an integration later via Home → Email Settings → Accounts → Delete.'''		'''You can also remove an integration later via Home → Email Settings → Accounts → Delete.'''
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	= Typical workflow =		= Typical workflow =

@@ Line 302: / Line 302: @@
 '''Note:''' The duration selector and schedule button are disabled while a historical sync is already running or the account password is failing.
 <div style="clear:both;"></div>
 = Fix a failing account (Re-Sync / Re-authenticate) =

← Older revision		Revision as of 12:38, 25 July 2026
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	'''Note:''' If no folder is selected, past-mail sync cannot run — pick at least one folder.		'''Note:''' If no folder is selected, past-mail sync cannot run — pick at least one folder.
−
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	= Schedule Historical (past) email sync =		= Schedule Historical (past) email sync =

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 # For '''Other/IMAP''' accounts, click '''Re-Sync Folders''' (or Edit and re-enter the password).
 # Watch '''Sync Status''' return to ✔ after the next check.
 = Delete an email account =

@@ Line 218: / Line 218: @@
 | '''Edit''' and '''Delete'''
 |}
 = Add an email account =

@@ Line 277: / Line 277: @@
 '''Edit:''' click the '''Edit''' (pencil) on an account to change these details; saving resets the sync so folders re-check.
 <div style="clear:both;"></div>
 = Choose which folders to sync =

@@ Line 238: / Line 238: @@
 '''Google/Office note:''' CallProof uses the provider's OAuth sign-in — you approve read access; CallProof does not store your provider password.
 <div style="clear:both;"></div>
 = Add / edit an “Other” (IMAP) account =

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 # Open any attachments listed.
 # Use Previous/Next to move through messages.
 = Email Accounts =

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 '''Tip:''' Filter choices are remembered for your session.
 <div style="clear:both;"></div>
 = Open and read an email =