Google, Email & Website Integrations
Some specifics below depend on how CBM's integrations are configured. Where you see "as configured," confirm the detail for your setup (or ask — see Getting Help and Next Steps).
Configuring System Email- (Allows sending new user email, forgot password and system notifications.)
Google (Gmail, Calendar, Contacts)
The CRM connects to Google so that email, calendar, and/or contacts work together (as configured). The most common admin task is re-authorizing when the connection drops — typically after a password change or when a sign-in token expires.
- Administration → Integrations → Google for the system connection; individual Gmail/Calendar links live under each user's preferences.
- If users report email or calendar not syncing, check the integration status and re-authorize (sign in and approve again with the CBM Google account).
If re-authorizing keeps failing, the underlying Google API credentials may need attention — that's a technical step; see Getting Help and Next Steps.
Outbound email
- Administration → Outbound Emails controls how the CRM sends mail.
- Quick check: trigger a password reset or notification and confirm it arrives.
If the CRM stops sending email (resets, notifications), outbound email settings or the Google connection are the usual causes.
Inbound email
- If configured, the CRM can capture incoming email under Email Accounts / Group Email Accounts.
The website
- CBM's public website connects to the CRM (as configured — e.g. intake forms creating records). If website-submitted data stops arriving, that integration and its API user are where to look.
The documentation site
- The Documentation tab links to this site — see The Documentation Site.