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  • 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...
  • Quick Links

  • Using Email Templates

  • 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...

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