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Email Integration

  • Outlook Integration
    • Sync
      • Synchronize Contacts
      • Synchronize Calendar and Tasks
    • PlugIn
      • Install
      • Add/Edit
        • Contact
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        • Task
        • Event
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  • Gmail Integration
    • Sync
      • Synchronize Contacts
      • Synchronize Calendar
    • PlugIn
      • Install
      • Add/Edit
        • Contact
        • Task
        • Event
        • Email
        • Document
      • View
        • Contact
        • Portfolio
        • Investor
        • Task
        • Event
        • Email
        • Document
        • Help Desk
      • Search
      • Branch off
Help Center /

Install

To install Gmail Plugin, follow he below steps:

1. Use the following URL to add the extension in Google Chrome - Chrome Web Store URL: https://chrome.google.com/webstore/detail/ecngfplmpmbolkjbjlcbdbmofiehidil?authuser=0&hl=en

2. Open a mail in Gmail Inbox, click on the PEFO icon as given below:


3. Use your PE Front Office URL and login credentials to login 

4. You will now be able to use the PEFO Gmail Plugin seamlessly.