Email Settings
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      1. Firefish Software Help Centre
      2. Configuration
      3. Email Settings

      Setting up Your Personal Email

      A guide on how to sync your email address to your personal email settings withing Firefish

      In order to send emails directly from Firefish to all of your Candidates and Contacts, you'll need to add your email address to your personal email settings. 

      Personal emails are those which you manually send from Firefish, such as bulk emails, meeting confirmations, and job offer emails - any email which you click 'send' on. 

      Locating Your Personal Email Settings

      1. Select Hello, [name] in the top right hand corner
      2. Choose My Integrations
      3. Choose the Email Settings tab


      You won't be able to add your personal email settings until a Superuser has configured the System Email Settings, as this will dictate which email host is being used for all users. 

      Connecting via Microsoft

      1. Press 'Login' on the right hand side.
      2. You will be taken through to Microsoft. You may be automatically logged in if Microsoft can detect your credentials on the device - if this happens, skip to stap 4. 
      3. You will be prompted for your email address and password. Make sure to allow any permissions that you're asked for. 
      4. Once complete, you will be sent back to Firefish. You can scroll to the bottom and enter your email address in the highlighted field, then select 'Test & Save'. 
        The image shows the highlighted test email field on My Integrations, and an arrow pointing to the test & save button
      5. You should then receive a test email from the email address you just connected, which is confirmation that the changes have been successful. 

      If you are automatically logged into the wrong account (common if you are logged into multiple inboxes in outlook) follow these steps. 

      Optional - Once you're logged in, you can choose to sync your diary events with your calendar, and your follow-ups with your Outlook task list. Activate these if you wish. 

      You can also choose to set a custom reply address, which you should do if you want any replies to your emails to be sent to another user/email inbox other than the one you just connected. 

      Connecting via Gmail

      1. Press 'Sign in with Google' on the right hand side. 
      2. Google will suggest which account you might want to log into based on the credentials it can locate in your browser. Select the correct email address, and enter your password when prompted. 
      3. Make sure you give Firefish access to the following permissions to ensure you can use Email and Calendar functionality within Firefish.
      4. Once complete, you will be sent back to Firefish. You can scroll to the bottom and enter your email address in the highlighted field, then select 'Test & Save'. 
        The image shows the highlighted test email field on My Integrations, and an arrow pointing to the test & save button
      5. You should then receive a test email from the email address you just connected, which is confirmation that the changes have been successful. 

      Optional - Once you're logged in, you can choose to sync your diary events with your calendar, and your follow-ups with your Gmail task list. Activate these if you wish. 

      You can also choose to set a custom reply address, which you should do if you want any replies to your emails to be sent to another user/email inbox other than the one you just connected. 

      Connecting via Another Provider (Custom SMTP, Ditsy Cloud, Inventas and Custom Exchange)

      1. Enter you Email User Name (usually your email address) and Email Password. 
      2. You should also choose a display name (i.e full name or just first name) and also the address that the email shows as being from. The email address you choose must not be an alias. Most people will use the same email address they used in the top field. 

      3. Once complete, you can scroll to the bottom and enter your email address in the highlighted field, then select 'Test & Save'. 
        The image shows the highlighted test email field on My Integrations, and an arrow pointing to the test & save button
      4. You should then receive a test email from the email address you just connected, which is confirmation that the changes have been successful. 

      A good way to check you're entering the right credentials is to try logging in to your emails through a web browser, using something like Webmail.