Turn on Integrated Email
To set this option, go to:
COMPANY > Company Info > Configure > Edit > Email tab
Set Use Integrated Email checkbox to turn on this option.
Click Save.
Add Email Account
To add an email account, go to:
SETUP > Configuration > Email section > Mail Accounts >On IMAP Account Configuration screen > New Email Account option.
Enter email account configuration details on this screen. Click Save.
Gmail account configuration is discussed in the following section.
Gmail Account Configuration
Before you start, you’ll need to configure or check the settings in the related Gmail accounts like this:
Check that IMAP is turned on
On your device open Gmail and click the Settings cog in the top right corner of the screen.
Open the Forwarding and POP/IMAP tab and in the IMAP Access section select Enable IMAP.
Save your settings.
| Main Information | ||
|---|---|---|
| Account Name | A useful name users can relate to i.e. sales@salesorder.com or even Sales | |
| Sender Name | Solutions Engineering Team | |
| Sender Email | sales@salesorder.com | |
| IMAP Server details | ||
| Email Server Host | imap.gmail.com | |
| Email Server Port | 993 | |
| Secure Authentication | Y | |
| Username | sales@salesorder.com | |
| Password | *********** | |
| Test Connection | Are your settings correct? | |
| IMAP settings | ||
| Copy message to Sent folder | Y | |
| Default Folder Mappings | ||
| Inbox | Inbox | |
| Sent | Sent | |
| Draft | Draft | |
| Deleted | Trash | |
| SMTP server account details | ||
| Email Server host | smtp.gmail.com | |
| Email Server port | 465 | |
| Secure Authentication | Y | |
| Username | sales@salesorder.com | |
| Password | *********** | |
| Match IMAP server credentials | Y | |
| Use TSL | N(if Y set server port to 587) | |
| Test Connection | Are your settings correct? | |
Outlook Account Configuration
| Main Information | ||
|---|---|---|
| Account Name | A useful name users can relate to i.e. sales@salesorder.com or even Sales | |
| Sender Name | Solutions Engineering Team | |
| Sender Email | sales@salesorder.com | |
| IMAP Server details | ||
| Email Server Host | outlook.office365.com | |
| Email Server Port | 993 | |
| Secure Authentication | Y | |
| Username | sales@salesorder.com | |
| Password | *********** | |
| Test Connection | Are your settings correct? | |
| IMAP settings | ||
| Copy message to Sent folder | Y | |
| Default Folder Mappings | ||
| Inbox | Inbox | |
| Sent | Sent | |
| Draft | Draft | |
| Deleted | Trash | |
| SMTP server account details | ||
| Email Server host | outlook.office365.com | |
| Email Server port | 587 | |
| Secure Authentication | Y | |
| Username | sales@salesorder.com | |
| Password | *********** | |
| Match IMAP server credentials | Y | |
| Use TSL | Y(if Y set server port to 587) | |
| Test Connection | Are your settings correct? | |
Enable Worker’s (user) access
To enable user access, go to:
COMPANY > Workers > Select a Worker > On View Worker details screen > Edit > Login Details tab > Accessible Email Accounts section.
Check Enable Email Access checkbox.
Select the desired accounts from the drop-down to enable access.
Click Save.
Set up Email Templates
Templates increase productivity and help maintain standards of communication.
You can create and assign templates for a specific use case on a specific Document. For example ‘Invoice Overdue’ email on Sales Invoice.
To create a new Email Template, go to:
SETUP > Email Templates > New Template
For more details on creating email templates, see Using Email Templates.