General
What platforms does Swivel support for email and calendar syncing?
What platforms does Swivel support for email and calendar syncing?
Swivel currently supports email and calendar syncing with the following providers:
Google (Gmail / Google Workspace)
Microsoft Outlook (including Office 365 and Outlook.com)
Can I sync multiple email accounts and/or calendars to the same user?
Can I sync multiple email accounts and/or calendars to the same user?
No. You can only connect one account -Microsoft or Google- to a user.
How can I choose which contacts I sync?
How can I choose which contacts I sync?
Once the Email sync is enabled, it will automatically sync for all contacts with the email address. It cannot be done on a per contact basis.
Can I delete an email from a contact record?
Can I delete an email from a contact record?
Yes! From the contact's page, click on the Communications Log to expand and then click the red trashcan to delete the email.
Does the Communications Log store attachments?
Does the Communications Log store attachments?
Keeping Documents/Attachments in the Communication Log - Users that have their Microsoft 365 email integrated with Swivel will see email attachments saved within emails in the Communication Log.
Users have the ability to view and/or download the attachment to help service their clients or reference documents from past email conversations in Swivel. These documents will be available indefinitely or until the email is deleted from that users mailbox.
Troubleshooting Email Sync
I just received a "sync disconnected" alert, what do I do?
I just received a "sync disconnected" alert, what do I do?
A “Sync Disconnected” alert typically indicates that the password for your connected email or calendar account has changed. Swivel requires the correct, current password in order to maintain synchronization.
What You Need to Do
Confirm whether your email or calendar password has recently been updated.
Any time you change the password for your email account, you must also update that password within Swivel to restore sync.Update the password in Swivel using the same user who originally set up the sync.
Only the user who established the original connection can update the credentials. If a different user attempts to update the sync, they will receive an “account connected to another user” message and will not be able to complete the process.
I just received an "Invalid" alert, what do I do?
I just received an "Invalid" alert, what do I do?
This alert means your email and calendar sync connection is no longer active. This typically happens when the authentication token expires or the connection is interrupted.
What You Need to Do
Navigate to Settings > Calendar & Email sync.
Locate the affected email account.
Click the trash can icon to delete the inactive connection.
Click Add Account.
Enter the login credentials for the email account you want to sync and complete the authentication process.
Once reconnected, your calendar and email sync will resume automatically.
If you continue to receive the alert after reconnecting, contact your system administrator to confirm there are no security or permission restrictions affecting the account.