Edit an Email Address Navigate to Manage > Email Addresses. Find the address you want to edit and click the blue View button on the left....
Start Email You can send an email anytime from within Aero Workflow (as long as you have connected your gmail account to...
Read Email and Reply To read an email in your Aero List, simply click on the envelope icon. The Read Email window will open...
Create Email Template Email Templates are a list of boiler-plate emails that you create for the kinds of emails your firm sends repeatedly. They...
Create New Email Address Note: you can only add email addresses if the contact already exists in your database. To add a new contact...
Manage Email Templates Email Templates Manage > Email Templates takes you to the Manage Email Templates grid, which displays all the templates which...
Manage Email Addresses From Manage > Email Addresses you reach the Email Addresses grid. In the header, you can click the down arrow...
Read Email To read an email in your Aero List, simply click on the envelope icon. The Read Email window will open...
Reply to Email To reply to an email that you are reading, you can either click the Reply button in the upper right...
Forward Email To forward an email that you are reading, you choose Forward from the Reply drop-down list. Once you choose Forward, a window will...
Create Email To write a new email, navigate to Quick Links > Start Email. The Compose Email screen will open. The From...
How the Aero-Gmail integration works Once you have your Aero account connected to your Google Apps account, you should know what to expect out of...
Related Email When you are in the Read Email, Do Task, Read Note, or Attend Appointment screens, you can choose to create...
Google Connection Troubleshooting If the email sync isn’t working Check to make sure you don’t have more than 500 unread emails in your Gmail...
Disconnecting Aero from Office 365 To disconnect Aero from your Office 365 account: Navigate to Work > My Preferences Click the Update/Disconnect from Office 365...
Connecting Aero to Google Read more... Make sure you are logged into the Google account that you want to be connected to Aero. Log...
Connecting Aero to Office 365 Read more... Before you connect, make sure your Office 365 inbox (not your Outlook inbox) doesn’t contain more than 50...
How the Aero – Office365 Integration Works Once you have your Aero account connected to your Office365 account, you should know what to expect out of the email part...
Edit Email Template You will see buttons on this screen to: Read more... Duplicate Make a copy of this email template. The Edit...
Importing Customers, Contacts, Email Addresses If you didn’t connect your Aero account to a QBO account, you may want a little help getting all of...
Troubleshooting the Office 365 integration If the email sync isn’t working Check to make sure you don’t have more than 50 unread emails in your Office...
Clearing “Your overflowing inbox” messages If you have connected Aero to your Office 365 and asked Aero to automatically check your email without first making...