Outlook/Gmail Integration
Describes how to activate and utilize the Outlook and Gmail integration features in the software.
Connecting your Gmail Account to DonorViewUsers who want to be able to sync their Gmail communication with DonorView can navigate to Workspace CRM Outlook/Gmail Integration. If this is your first time visiting this page you will be prompted with a “Let’s Get Started!” message where you can select which email client you…1 min readConnecting your Outlook Email Account to DonorViewUsers who want to be able to sync their Outlook email communication with DonorView can navigate to WorkspaceCRMOutlook/Gmail Integration. If this is your first time visiting this page you will be prompted with a “Let’s Get Started!” message where you can select which email clien…2 min readBlocking Domains and Specific Email Addresses from SyncingUnder the Outlook/Gmail Integration there is the option to block specific Domains or individual Email Addresses from being synced into your DonorView account. This ability to block specific Domains is available for Admin users to be to restrict across all user accounts or indivi…2 min readHow to Sync Gmail Communication into DonorViewOnce you have connected your Gmail Email account with DonorView you are able to sync both inbound and outbound emails into your DonorView account. With the desired email message open click on the "DonorView" icon and that message will be synced. A sidebar will expand confirming…2 min readHow to sync Outlook Communication into DonorViewOnce you have connected your Outlook Email account with DonorView you are able to sync both inbound and outbound emails into your DonorView account. With the desired email message open click on the "DonorView" icon and that message will be synced. A sidebar will expand confirmin…2 min read