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.