A.  Setting up your email inbox requires input of all of the following parameters:  (See Office365 notes if using Office365)

Once the connection is made, Advantage Anywhere will store a copy of your inbox and any folders visible from inside Advantage Anywhere.  Once you see your inbox you’ll be able to push an email received into the contact records history.  Click the link that reads ‘add to history’ under each email in the email inbox.  This will push the selected email into the history of the contact in your Advantage Anywhere system.  Contact not already there?  When you select add to history the system will use the email address to locate the sender.  If the sender is not found it will ask you if you’d like to create a new contact record.  Say yes to creating the contact record and then click ‘add to history’.  The email will now be saved.