FinDash Docs ยท Reviewed 2026-08-09
Email Sync
Connect a supported mailbox to match client conversations and search communication history.
Connect the Advisor Mailbox
Select Connect Gmail or Connect Outlook from the advisor email/settings flow and complete the provider authorization. The connection belongs to the signed-in advisor; it is not a shared firm mailbox unless that mailbox is separately connected by an authorized user.
Client Matching and History
FinDash matches messages to clients and contacts using recognizable email addresses. Matched communication can appear in client email history and relationship context; unmatched messages are not silently assigned to a client.
Search and Backfill
Use the available sync or backfill controls when recent communication is missing, then search the email workspace or open the client history. Provider permissions, mailbox size, and connection health can affect how much history is available.
Mailbox Privacy
FinDash indexes mailbox metadata and snippets for lists and client matching. When you open a message, run body search, or enable sync/backfill workflows, FinDash may fetch and store message body text or HTML so email history and search work correctly.
Troubleshooting
If mail stops updating, reconnect the mailbox after password, security-policy, or provider-consent changes. Confirm the client email address before assuming a thread should match, and keep sensitive content inside the firm's approved communication and retention practices.
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