Documentation Index

Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt

Use this file to discover all available pages before exploring further.

CenPoint Email

Prev Next
The option on how to send emails is per user, not per company/branch. To change how your user account sends emails, click User Preference on the home screen or go to File->

Users-> Modify User-> User Preferences Tab-> Email Tab. All email options use the CenPoint email form to compose your email, default in recipients (i.e., Billing contacts, quote prepared for, etc.) attach documents etc. The only thing that changes is how it sends behind the scenes. Emails are logged according to your branch settings.

Sending Emails Via CenPoint

Sending Email Via CenPoint is useful if your account has 2 Factor Authentication and you do not have Outlook installed on your computer.

It is recommended if you are using Gmail to send emails via CenPoint, as Gmail will not support less secure apps starting May 30, 2022.



Click the hamburger menu on the top right of CenPoint


Go to User Preferences


Scroll down to just about halfway. There will be a section for email


Select CenPoint Email and you're good to go!


When selecting CenPoint Email this will not show in your sent folder in your email provided as this local to CenPoint.

Tracking email when using CenPoint Email you will go to Reports->Email Log


From the email log you can use the sort filters as well as view the attachment sent and forward the email.

If you want to authenticate your email so that your sent emails show in your normal email you will need to authenticate with either Gmail or Outlook. 

https://help.cenpoint.com/docs/gmail-authentication

https://help.cenpoint.com/docs/office-365-authentication