Elizabeth Shaw: Could you kindly clarify? With our current email integration, each team member has the ability to integrate multiple email addresses. Then, any emails from either source that include an address from your clients will automatically get added to the client profile.

Is this what you were looking for? Or something else?

Amanda Aparicio I feel that is accurate. Currently, I’m the only team member but want emails from my Lizshaw@ and clients@ to both integrate into FC. When I grow and add more team members, i want them to be able to also integrate their email along with the clients@ email, so that i have multiple team members managing client emails. Or at least have visibility. I’m trying to declutter my lizshaw@ email to reroute client communication/requests.

Clients@ is shared mailbox set up in MS365. I couldn’t get it to integrate.

Elizabeth Shaw: Ah okay! As long as you have the credentials to the shared mailbox, you should be able to integrate with Financial Cents. If you're running into an error, I would recommend reaching out to our support team for assistance!