Additional Setup Options
How to Fix SMTP Errors during Office 365/Outlook integration
Introduction When trying to integrate your Office 365/Outlook email with your Zoho CRM you may receive a STMP error (refer to screenshot for error message example). This error message can be resolved by following the steps below: Log in to Microsoft ...
How to Backup Emails for a Deactivated User
Introduction This article describes how backup emails for a deactivated user. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use You will first need to enable POP settings within your ...
How to Delete a Zoho CRM Account
Introduction Before joining BluMortgage, you may already have an existing Zoho account under your email address. This article describes how to delete that old CRM account in order to release your email address to be used for your new BluMortgage CRM. ...
Improve Email Deliverability
Email authentication is a standard technique to improve the deliverability of the emails you send from the CRM using your domain. You can use this process to increase the trustworthiness of the emails sent from your domain thereby lowering the ...
Mapping DKIM Settings
Introduction This article describes how to increase email deliverability and prevent your emails from being marked as spam. If you have any questions about this article, please reach out to support@bluroot.ca. How to Use Below are the steps to on how ...
Integrating Two-Factor Authenticated Emails to BluMortgage
Two-factor authentication (TFA), a service provided by all major email clients, offers an additional layer of security to one's mailbox. When TFA is enabled for an email account, gaining access to the account requires more than just the username and ...
Can I add more than one email for email configurations?
Introduction Unfortunately, Zoho only allows for one email configuration per user. However, there are a few steps you can take that might help you achieve the outcome you're looking for. If you have any questions about this feature, please reach out ...