How to Setup Email Forwarder in RepairDesk?
Overview
Email forwarder in RepairDesk allows you to receive and manage all your emails within the software. This guide will walk you through the steps to set up email forwarding in RepairDesk.
Update: Say goodbye to email attachment hassles - our "Automated Attachment Handling" feature now automatically saves and displays customer attachments in the relevant ticket.
Setting Up Email Forwarder in RepairDesk
Navigate to the RepairDesk homepage: Open RepairDesk and access your dashboard.
Go to "Store Settings": In the dashboard, find and click on the "Store Settings" option.
Access "General Settings" in the left menu: In the "Store Settings" menu, locate and select "General Settings."
2. Enter your email address and verify it: Scroll down to the email settings section. Enter the email address to which you want to forward your emails. Click the "Verify" button.
3. Verify your email address: Check your inbox for a verification email from RepairDesk. Follow the instructions in the email to verify your email address.
4. View the newly added email address: Once your email address is verified, you will see the newly added email address in the settings.
5. Activate the "Receive all emails within RepairDesk" option: Ensure that the "Receive all emails within RepairDesk" option is active to enable email forwarding.
6. Save Changes: Click the "Save Changes" button to finalize the email forwarding setup.
Setting Up Email Provider in Gmail
Navigate to Gmail: Open your Gmail account in a web browser.
Access Gmail settings: Click on the 'gear' icon located in the top-right corner of the Gmail page.
3. Access advanced settings: In the settings page, click on "See all settings" to access advanced settings.
4. Configure forwarding settings: From the top menu, click on "Forwarding and POP/IMAP" to configure forwarding settings.
5. Add a forwarding address: Click on "Add a forwarding address" to set up email forwarding.
6. Access RepairDesk email address: Switch to the "Workshop RepairDesk - Settings Stores" tab within RepairDesk to find the specific email address for forwarding.
7. Paste the email address: Copy the email address from RepairDesk settings and paste it in the text box within Gmail. Then, click "Next."
6. Confirm forwarding: In the pop-up window that appears, click on "Proceed."
9. Final confirmation: Click "OK" to confirm the forwarding process.
10. Select forwarding options: Choose the option "Forward a copy of incoming mail to" and configure your preferred settings.
11. Save Changes: Scroll down to the bottom of the page and click "Save Changes" to complete the email forwarding setup in Gmail.
By following these steps, you will be able to set up email forwarding in RepairDesk and link it with your Gmail account. This integration will streamline your email management and allow you to receive all your emails directly within RepairDesk.
We hope this guide has been helpful in setting up email forwarding in RepairDesk. Should you have any further questions or require additional support, please reach out to our customer service team.