Using the App

Using the App

This page covers the day-to-day usage of the Frappe Gmail Thread app.

Setting Up Your Gmail Account

1. Navigate to the CRM Module > Gmail Thread > Gmail Account, or search for Gmail Account in the search bar.

   

2. Click Add Gmail Account.

   

3. Check the Gmail Enabled checkbox and save the document.

   

4. Click the Authorize Gmail button and follow the Google authorization prompts to grant access.

   

5. After authorization, a list of your Gmail labels will appear. Select the labels you want to sync.

   Note: It's recommended to sync only specific labels to avoid exposing sensitive emails.

   

Linking a Gmail Thread to a Document

1. Navigate to the Gmail Thread List to see all synced email threads.

   

2. Open any thread to view its content and history.

   

3. Click the Link button in the top right corner.

4. A dialog will appear. Select the Document Type and search for the specific Document Name you want to link the thread to.

   

5. Once linked, the thread's information will appear in the More Information section.

6. You can then view the full email history in the Activities tab of the linked document.

   

For a deeper dive into the app's internal workings, including how it identifies users and tracks threads across different mailboxes, refer to the Technical Documentation.