Seamlessly track and store all email and diary activity with our Gmail and Google Calendar Synchronisation Module.
With email being the primary source of receiving CVs and the diary being vital for consultants to stay on top of their daily tasks, we recognise it is even more important that your email and diary works in parallel with your Chameleon-i account.
Our email and diary integration with Google enables you to track email and diary communications whilst storing them automatically in the associated Candidate or Client record.
Your inbox and sent items mirror each other, the email you send and receive from one system is automatically shown in the other. If you delete the emails from either it deletes from all mailboxes, but will still be retained and recorded within the client or candidate record in Chameleon-i, providing a full communication audit trail.
Please note that with the Diary we are currently syncing the following action types only: 1st Interview, 2nd Interview, 3rd Interview, Candidate Meeting, Client Meeting, Client Update Call, CV Sent – Follow Up, Interview Notes, Meeting, Note, Tel. Interview, Cand Care Call, Cand Check In, Candidate Call.
If you already run Gmail then deployment couldn’t be easier
How to Activate
Click into 'Admin', then the blue 'Billing and Account Management' button. In here select the mail toggle on the line of the user you wish to add it to. From the options, then select the Gmail option.
You will be charged £10.00 + VAT per user per calendar month for this module. Please note, if you choose to add module to all users, you will need to repeat the steps for each user.
Please note prior to purchasing
If you are currently running another email service please speak to us before ordering this module.
Chameleon-i stores a copy of your emails in your account recorded against recognised Client and Candidate records. We do not store attachments automatically, these should be saved if required in the Client or Candidate record. We also make a permanent note that the email has been received or sent in Chameleon-i.
Note: We are providing a Synchronisation service, a mirror of your Inbox, Sent Items, and diary, if you delete emails from either Outlook, Google Mail or Chameleon-i they will be removed from both and you will no longer be able to see the email. Chameleon-i will continue to record the fact that there was an email communication received or sent within the record but for the Synchronisation services NO ATTACHMENTS will be retained in the associated record unless you have manually saved them to the record.