TimeTonic allows you to manage your email inbox directly from your workspace, meaning you can receive and send emails directly from your TimeTonic space. 

Access all email exchanges with your collaborators, partners, and clients. Store all your exchanges from TimeTonic and take advantage of our features to link them to a CRM, your claims, or your projects.

 

Note:

• Setting up your email inbox on TimeTonic requires two-step authentication.
• If you use Gmail, you will need to set up an application password.

You can set up an application password (two-step verification is a prerequisite) by going to your Google account and searching for "App passwords" in the search bar.

• If you use Office 365, you may need authorization from your administrator.

Receiving Emails

Example

Find all the emails received on your configured account and link them with your existing data. 

 

 

Procedure

1. From the workspace, click on Add or import a new table and select the Emails module: 

 

 

 

2. Set up the password (remember it well!) which will be used to unlock the encrypted field in which you will enter the password of your email account:

 

 

3. Configure the email accounts you want to link to TimeTonic:

1️⃣ Email: enter the email address you want to link

2️⃣ Password: enter the password of the previously linked email account 

💡 Unlock the field using the password defined when creating the notebook

 

3️⃣ IMAP server: enter the IMAP address of your mail server

4️⃣ SMTP server: enter the SMTP address of your mail server

5️⃣ Sent folder: store your emails in a folder

6️⃣ Configure email: command button to validate your configuration

7️⃣ Errors: indicates Ok or KO after the configuration validation step

 

⬇️ The following columns (after point 7) are optional and depend on the expected configuration.

They are useful in cases where you want to configure an SMTP relay (with Brevo or Mailjet for example) for mass mailing or if you want to use a specific account managed in your Microsoft Tenant

 

8️⃣ Login: "Microsoft tenant"

9️⃣ Account mode: choose if you want to receive, send, or both from this mailbox

1️⃣0️⃣ Authentication method: adopt another authentication method

1️⃣1️⃣ Tenant ID: Microsoft tenant ID

 

 

Finally, click on "Configure Email" to verify your information.

Then click on "Save" and "Connect"

After your configuration, if you get a message, which you also find in the "error" field:

• Valid configuration: "Email reception OK" and "Email sending OK"
• Invalid configuration: If your message is "KO"

In this case, check your information again "⚠️ watch for space characters in the password" then validate again or contact your email administrator to unblock the reception or sending of mail.

 

4. Find all your emails in the Emails table and all your contacts in the Email contacts table.

 

 

💡 Find the usual fields of your email inbox directly in TimeTonic

 

 

5. Link your emails to your existing tool if you wish 

 

 

💡 Here I have linked my CRM to the Email notebook, allowing me to view all email exchanges from my CRM

 

Your inbox is now configured on TimeTonic

 

Sending Emails

Use the TimeTonic email module as you would use a regular email application. 

You can send a new email, reply, reply to all, or forward an email.

 

 

Thanks to the Rich Text editor, you can compose your emails as you wish.

You can, of course, send attachments by adding them in the Attachments field.

 

 

You can choose not to send this email for now.

Click on Save and quit and it will be saved as a draft.

 

💡 If you want to automate the sending of your emails to your contacts, check out the article TimeTonic Automations 💡