In your preferences, you choose which notifications you receive and connect Atlas CRM to Gmail or Outlook. These settings only apply to your own account.
To open your preferences, click your profile picture in the top-right corner and select Preferences.
Notifications
On the Notifications tab, choose for each type of notification whether you receive it in Atlas CRM, by email, or both.
Note: You always receive in-app notifications for mentions and reminders. You can only turn off the email notifications for these.
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Notification |
When you receive it |
|---|---|
|
Mentions in comments |
A colleague mentions you with @ in a comment. |
|
Replies to my comment |
Someone replies to a comment you wrote. |
|
Replies to a thread I’m participating in |
Someone replies in a comment thread you’ve taken part in. |
|
Reactions on my messages |
Someone reacts to a message you wrote. |
|
Reminder is sent |
One of your Reminders is due. |
Manage Gmail and Outlook Integration
On the Google workspace tab, you connect Atlas CRM for Gmail and manage which emails are stored automatically.
Connect Atlas CRM for Gmail
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Click Get started with Atlas CRM to install the add-on from the right Marketplace.
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Copy the code under Connect Atlas CRM and enter it in the add-on when connecting.
The code refreshes every 60 seconds for security. If it expires before you enter it, copy the new code.
Email sync settings
Here you see which automatic storing options you use, and you can turn them off:
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Sync all emails with a contact: every email you send to or receive from a contact is stored on that contact’s record.
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Automatically store new emails within a conversation: new replies in a stored conversation are added to the same conversation in Atlas CRM.
Important: Turning off a setting stops automatic storing for all contacts or conversations. To turn it back on, you have to enable it again for each contact or conversation in the Gmail add-on.