Connect your email and see client emails

Connect your Microsoft (Outlook / Microsoft 365) mailbox from Email so ProCharted can show your emails with each client and send emails and email sequences.

Connect your email

ProCharted works with Microsoft mailboxes (Outlook / Microsoft 365). Each person connects their own.

1. Click Email (the envelope icon) in the left menu.
2. If no mailbox is connected yet, the page shows Connect your mailbox. Click the button to connect.
3. Sign in to your Microsoft mailbox and allow ProCharted access.

Once connected, your address shows next to the Email title at the top of the page, with a green dot. Your folders and emails appear on the page (see
The Email page). Until you connect, the folder names on the left are greyed out (“Your folders appear here once your mailbox is connected.”), and the Inbox card on Home and the client’s Emails card ask you to connect.

To disconnect, click the ⋮ at the top right of the Email page and choose
Disconnect my email.

Client emails

On a client’s Email tab (and the Emails card on the Profile tab):

• You see the emails received from and sent to that client, from your own mailbox.
• Each email shows who sent it and to whom, the subject, the first lines, the date and an attachment icon if there is one. Click an email to open it.
• Use Reply, Reply all or Forward under the email. They open the same email window as the Email page.

If you’re connected but there’s nothing yet, you’ll see “No emails with this client yet. New messages will appear here automatically.”

Emails on a work item

A work item’s Emails tab only shows emails linked to that work item. Click Compose email to write a new email from the work item. In the email window, Templates fills in a saved email (see Email templates).

Tips

• Admins can see who is connected in Settings > Team (column Connected Email).
• Settings > Integrations is for QuickBooks Online, not for email.
• You can email invoices without a connected mailbox: the Send invoice window offers Send from ProCharted (no-reply). Send from my mailbox needs a connected mailbox.
• Email sequences are always sent from your own connected mailbox.
• If connecting fails with an error after you enter your address, contact ProCharted support.

Related articles

• The Email page: read, write and file emails
• Email templates
• Email sequences: automatic reminder emails to clients
• Invoices and payments
• The client profile page
• Team members, access levels and permissions