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Chase allows you to add Bookings via Outlook and sync them to Chase.  The PA mailbox serves as a link between Chase and your Outlook.  This PA email address needs to be an active email account which will receive emails.

Below are steps to show you how to configure a PA mailbox in Chase.

Step-by-step guide



  1. Click the Settings button on the Ribbon.




    The Configuration screen appears. 

  2. Click the Features item in the Configuration tree.



    The Features screen opens. 

  3. Check the Calendar Integration checkbox to enable this feature.



  4. Click the Save button to make your changes permanent.



  5. Navigate to the configuration items on your left-hand side, and click the Company Configuration group to expand it.



  6. Select Company Details.



    The Company Details screen appears. 

  7. Click the Traffic Settings tab.



  8. Enter all details about the PA email, in the Calendar Integration fields.
    1. Enter your email provider (Outlook) in the Mail Provider field. 
    2. In the PA Username field, enter the email address that Bookings will be sent to.  The PA email address is specific to each company.
    3. In the Password field, enter a password for this PA email. 
    4. Check the Chase To Calendar Sync checkbox to allow Bookings from Chase to be synced to the assigned User's Calendar.
    5. Check the Enable Clash Management checkbox to ensure that Calendar Bookings from Outlook are not created in Chase when they have the same time slot as existing Bookings in Chase.
    6. Check the Request Availability From Mail Provider checkbox.  Chase will check the assigned User's Calendar for availability.
    7. Check the Allow Auto-Fill On Timeheets For Incoming Bookings checkbox.
    8. Select the Clear All User Overrides button to enable the Auto-Fill Time button for all Users in Chase.  For more details on how to enable Allow Auto-Fill On Timesheets For Incoming Bookings on individual Users, please see How to setup users for Calendar Integration.
    9. In the Auto Fill Setting drop down, select if you want all or selected Tasks Types to be used on the Auto-Fill feature. 

      This allows you to select if you want None, All or Specific Tasks Type to appear as bookings in the Auto-Fill button on the Timesheet screen.

      Auto-Fill Setting available options:

      None: No Task Types will be used as Auto-Fill bookings on the Timesheet screen.

      All: All active Client, Job, and Timesheet Tasks Types will be used as Auto-Fill bookings on the Timesheet screen.

      Selected: Only selected Tasks Types will be used as Auto-Fill bookings on the Timesheet screen. If this option is selected you will be able to specify these Tasks Types on the Task Types drop down below.


    10. If the option chosen on the Auto Fill Setting is Selected you need to specify Task Types that will be used as Auto-Fill bookings on the Timesheet screen. This can be achieved by clicking the Task Types drop down and select all required tasks.



  9. Click the Save button to make your changes permanent.