Synchronize All E-mails Already Exchanged with a Client

You need to enter GEM-BOOKS IMAP connection information in the file of the human resource for which you wish to synchronize exchanges.

Click on Human Resources > Human Resources and select the desired file.

Then click on the Email tab. Enter the necessary information in the following fields:

• IMAP Server
• IMAP port
• Encryption
• IMAP username
• IMAP password

Then click on Save. 

Next, e-mails that have passed through our servers will be displayed in your client files. To view the history, go to Clients > Clients. Select the client whose history you wish to check.

In this tab, you can see the Follow-ups associated with this client, E-mails exchanged with this client and the Categories of items purchased by this client.