Inbound Email Setup
To create a new email inbox, enter the following information:
- Name. Enter the user's name.
- Mail Server Address. Enter the address of the mail server.
- Mail Server Protocol. From the drop-down list, select either IMAP or POP3.
- Mail Server Port. Enter the server port number.
- Status. From the drop-down list, select the user status.
- User Name. Enter the user name.
- Password. Enter the user password.
- Use SSL. Select this box to use Secure Socket Layer (SSL) when connecting to the mail server.
- Leave Messages on Server. Select this box to save your inbound messages on the email server instead of the Sugar server.
- Import only since last check. Select this box to instruct the system to import only email messages that are new since the last time you checked for messages.
In the Email Handling Options sub-panel, enter information for the following fields:
- Possible Actions. From the drop-down list, specify the action that the team is permitted to perform. To permit all actions, select Create [Any].
- Assign To Group. From the drop-down list, select an existing email group or elect to create a group when you save the inbox.
- Auto-Reply Template. From the drop-down list, select an existing email template.
- From Name. Enter the name of the user who is sending out the email.
- From Address. Enter the email address of the user.
- No Auto-reply to Domain. To exclude a domain from receiving the automatic email response, enter the domain name.
To save your email settings, click Save.
To exit the page without saving your changes, click Cancel.
To ensure that the email settings are correct, click Test Settings.