You can still log incoming emails into the CRM by forwarding them to your CaterZen account. Gmail offers auto-forwarding, so with a little additional setup from your Gmail account, you can continue having those emails sent directly, without needing to attend to each of them manually.

Easy to follow steps for setting up auto-forwarding can be found here:

For users who are currently connected to our Gmail integration, there will be a notification to amend your existing settings. This will ensure emails continue to be monitored and transferred properly.

At the top of your admin pages, if your account is integrated with Gmail, there is usually a green button beside your user’s name which reads: ‘GOOGLE CONNECTED’. This button will change to orange and will warn that there is ‘ACTION REQUIRED’.

When you click on that button, you'll be taken to our Google Integration page, where you should also see a red box at the top, along with a forwarding address.

google-integration (1)

After completing Step 7 on the Gmail forwarding setup page linked above, you’ll be sent a verification email. Refresh our Google Integration page, and you should see the verification code appear below the forwarding address.  Once we receive this code, the red box and action required message at the top of the page will disappear, and we’ll stop checking for your emails through the direct Gmail integration.