Vincere offers out-of-the-box support and synchronization for email accounts.
Your email is the heart of your business, which is why you can connect your email account to Vincere and send and receive messages from inside the system.
Once you’ve connected your email, Vincere automatically attaches messages from Clients and Candidates to their records – so you don’t need to worry about losing important information or wasting your time with tedious data entry.
⭕ How to connect Emails to Vincere?
Follow the steps below to connect your Emails to Vincere ⬇️
1. Navigate to User Settings on the upper right side of the system.
2. Look for the Email Settings section and connect your email.
3. Click Email Type and choose your correct email provider.
👉 If you have Outlook click HERE for assistance with enabling 2FA.
📝 Note: For MAP / MS Exchange accounts, you will need to fill in other fields provided ie. server host. Kindly reach out to your email administrators for the information required.
2-way calendar sync is not available for emails connected via Imap connection.
Once successfully connected, Vincere syncs your email and calendar with the system.
👉 To access your emails, head to the sidebar menu and look for Email.
👉 To access your calendar, look for the Calendar icon from the sidebar menu.
⭕ If you have any issues with Email connecting
The first step to troubleshooting is trying to reproduce it in Incognito mode to determine if persists or not.
If the issue persists, please reach out to Support Team
If it's working in incognito, it should be that it's something from Chrome that's stopping you so please clear your cache, and then you can back to your regular browser.
📂 Please refer to this article for the details: How to clear Cache?
📌 Important Note: Due to provider limitations, we currently do not support Office 365 operated by 21Vianet.
💡 Pro tip:
You can also add your Email signature to Vincere so that every email you send from the system is personalized and properly branded.
⭕ FAQs related to Connecting Email in Vincere
I'm having trouble when reconnecting my email to Vincere after changing my password.
If you're having trouble connecting your email to Vincere after changing your password, please open an incognito window, log in to Vincere, and try connecting your email from there.
How can I resolve an email connection issue in Vincere?
If your email has disconnected and you're unable to re-connect, it may caused by your browser's tendency to hold onto information, and over time it could cause problems with logging in or bringing up websites.
So, the first step to troubleshooting here is to try using an incognito window and connect your email. (CTRL+SHIFT+N)
How do I forward an email from Vincere?
Please note that only the person who sent and received the email can access and forward a copy of the email since it synced from that email address.
👉 If you are using Microsoft or Office 365 account, and you can't connect your emails, please refer to the help article here.
👉 If you face Email Syncing issues, check out the troubleshooting guide HERE
Easy Peasy.
#TheVincereWay 😃