Setting up the ability to Link Emails to records within Repbox

Mailbox within Repbox is an important feature, once set up, that can help any business organize emails and link them to any record within Repbox.

• Disclaimer, if you currently use G-Suite, or Google Mail for your email, additional steps may need to be made to allow "Less Secure Apps" email and IMAP within your settings in Gmail. (Repbox support can help where these additional steps are needed.

Step 1. Open up Mailbox within your Repbox. If you are signed into Repbox, go to the "All" option on the top module Bar.

https://lh5.googleusercontent.com/svLy-IC7Eux6cN6ou3cIEGByRUQEPMu9iNnm_VNEd-5TeO5m4N4bSEbMq9t__NBwDRqezCNhCxo24gFB1jjGMCDf7iDqRCmeElEB0QEOU7U-crZ7FRwMDsYhkraJjldgiRREtR0WBMD5RdROBhS63q4

https://lh6.googleusercontent.com/nTp28JT4PtdN4NEPiyeSsyiHZsH8oIX9QZFXvwJOmEEGhDnvqqYZRRQxJsyyZN51siOPmFTxLsXB4tVYNqi9KFpUKJwG3tJIJ_S6qnFR32muddlS8BHBvpstAIe-giSByNj_yBUAOBjfPW48uqFqn4E

Step 2. Once the Mailbox module loads, you will see a link to "create mailbox"

Click this link.

https://lh6.googleusercontent.com/L6Mb4f6ahxxa4-NenKzNC5yVjKHH70NleVV7MKYkwE5RZiJbLUIlCe84XUgt1n4s3zoNAkhwyEpxS8eYE_cAa200BPxdJF626jW-QxccrH0wAA5ueX4EdhanSFeIiuyZZnprvjqTTXtoyYr91dyjBz4

Step 3. Select Email Provider:

https://lh3.googleusercontent.com/ETX62HOHIkSCuPl5zzFjHoF7TeSCbpc9Do4OVlUl_fBTrHcNJGK2EWgqH-OaXSHakN6OI2Cr5lBd48gduJi1FyYlDKtxfVHmtwSV7_0CdPizbevt2GGqSu73tB879QYB5vd9Tg61U-k4RlgyXPbruoE

Step 4: Input your EMAIL log in, and password. (Depending on which option you select, different log in pages will appear.)

Gmail: This will appear, the Mail Server Name will automatically populate, for it to work properly, do not change the information in that field.

https://lh6.googleusercontent.com/mgMTKfPUlpxKOEH-Z2kj4lUgEBsm0bBsaaD0r5K27_1NLsL0XS-miXq4jKC1ZvNNJpexeZpn2cyj-fFxUpuLA3Ax8VM5NSX46mHerlKT00RDSEYhyDDesgS0aqnVA08Z8OaktJomI8jftnNbhoihu7c

Office 365: A pop up will appear, please make sure pop up blocking for Repbox is disabled for this option to appear. You will need to Enter your Email address and Password then click NEXT.

https://lh5.googleusercontent.com/3zyhk0Ra8nwVMY9iMzk2FWYf154m02yDhCMN0sCJE1BETjXUzBz4tjeZKd_duSiaXPwwTJsffveXH0B5bJaN5WAwVMyF_ogVquibTi0MplNwBO4i7y_hts6aXvi-czTNvmbK3s6rH0KZE3eBVPmqHzA

Once you are logged in to your email, a window into your email will appear. At this point, you are finished, and emails can be selected and linked to individual records within Repbox.

https://lh6.googleusercontent.com/GNU7RIVjfX6Z3oZDZGouB4u0Vho1aaoWHAROcB2MFMfHNwY9LdN6UT9rVxEJ_SmhY-ayRZTczTTw946eJ2gUWFq7yCYmc_3BwvNLrz52R49IrlQd0T8WErPzZgdEmm33pmYD4L7lugiZ_xKahG78N1o

Linking Records: