Setup initial settings

1. Mail settings


Click on the icon that contains the initials of the username you will find in the upper right corner, Profile.

Click on Mailer Settings tab








If you are going to use google servers we recommend you to create an application password. You can do it by following Google's instructions or opening a support ticket to help you do it. Most common configuration data of Google servers are:


Host: smtp.gmail.com


Port: 465


User: your email account


Password: Application password generated by Google


Tls: Yes


From name: The name that will appear as the sender of notifications


From email: your email account


2. Google Drive settings


Eder CRM allows you to use Google servers and your Google Drive account to store and access any type of digital documentation and files in your records. To link your account go to Storage settings tab and press Link to Google Drive button.




In the pop-up window, enter your Google credentials or select the account you wish to link. In the next step, if you feel like the app is not verified, click on Advanced and Go to eder.app (unsafe) link.








Google will tell you the permissions that the application needs (view, create, edit and delete documents in Google Drive), pressoogle will tell you the permissions that the application needs (view, create, edit and delete documents in Google Drive), press Allow to complete the process.





Once finished, you can both request and upload documentation through the platform.


3. WhatsApp configuration

Go to Chat settings tab and provide the data of your service provider. If you do not know them, open a ticket to know how to integrate this service.



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