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Email accounts

Connect Gmail, Outlook, or SMTP — configure sync settings and the default sending account.

The email accounts page connects Vertiqa to the mailboxes you actually send from. Without a connected account, the email composer can't send and inbound replies won't thread correctly.

What you can do here

  • Connect an account — Gmail, Outlook, or generic IMAP/SMTP.
  • Set the default sending account if you have more than one.
  • Configure sync — direction (read-only / two-way), sync window, thread settings.
  • IMAP/SMTP — for non-OAuth providers, configure server, port, and credentials.
  • Disconnect an account. Historical email stays on records; you just stop sending and syncing through it.

Tips

  • Use OAuth (Gmail / Outlook) when possible. Tokens refresh automatically; SMTP passwords don't.
  • A two-way sync brings your replies into Vertiqa automatically. If you see missing replies on a record, this is the first place to look.
  • Don't share an email account between multiple Vertiqa users. Each user should connect their own.

Related

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