Documentation Index

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Gmail Authentication

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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.

Gmail Authentication

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 Gmail, enter your email and click the Sign in with Google


Select or add the Gmail account 

Click Continue


Check the box 'Send email on your behalf' and click Continue.



A browser will launch to notify you if CenPoint has successfully connected with your Google account.