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User Email Accounts
Getting Started > Setting Up a New Company > User and Security Setup > User Email Accounts

Glossary Item Box

Introduction About:

You can set up personal and team email accounts much like how you set them up in Microsoft Outlook. You can set up email accounts that works with POP, IMAP and HTTP Servers. Support for IMAP and HTTP servers will be available in the future versions of Interprise Suite.

 

Terminology Steps:

Set up User Email Accounts
Create individual email accounts.

Set up Team Email Accounts

You can also setup a team email account for each user team e .g customerservice@mycompany.com

 

a. Setup User Email Accounts

  1. Select User Account under the System User menu of the System Manager Module. The user account search screen will display.
  2. Select the user account in the list to display the User Account setup form.
  3. Go to the Email tab.
  4. Click the New Email button in the upper right of the Email tab.
  5. A message will prompt you to save before continuing. Click Ok to save the user account and display the New Email Account Wizard.
  6. Follow the steps in the New Email Account Wizard:

Step 1 – select server type

  1. Select the Server Type that works with your email account the click next button to continue.

Note: Support for IMAP and HTTP servers will be available in the future versions of Interprise Suite.

 

Step 2 - enter account information

  1. Enter the User Account information such as the Account Name and Email Address.
  2. Then, enter the login account or the email User Name and Password.
  3. Enter the Server Information or the address of the Incoming or Outgoing servers.
  4. Click Next button to continue.
     

Step 3

  1. You can set up other server settings by clicking on the More Settings click box.  The Advanced Settings window will display.
  2. You can set up your Reply Email Address or Authentication Settings for your SMTP outgoing server.
  3. Close the Advanced Settings window to go back to the Email Account Wizard.
  4. Click Next button to go to the last step of the wizard.

 

Step 4

  1. Click Finish to exit the Email Account Wizard.

 


b. Setup Team Email Accounts

  1. Select Team under the System User menu of the System Manager module. The Team search screen will display.
  2. Select a team in the list to display the Team setup form.
  3. Click on the ellipsis button to display the Email Account Wizard. Follow the steps above in setting up the team email account.

 

How To How To:

ShowAssign default email account

If you have multiple email accounts under one user account, you can ser a default email account to use. However, you can still select an account to use when sending emails.

  1. In the User Account setup form, go to the General tab.
  2. Select the email account in the Default Email Account field pulldown.
  3. Save the details before closing the form.

 

ShowMaintain email accounts

To maintain user email accounts,

  1. Go to the System Manager Module.
  2. Select User Account under the System User menu. The User Account search screen will display.
  3. Select a user account in the list to display the User Account setup form.
  4. Go to the Email tab.
  5. In the list of email accounts, select the email account and click on the Edit button to display the Email Account Wizard.
  6. Click Next button to go to the email account information.
  7. Edit the details as necessary and click on the Next button to go to the last screen of the wizard.
  8. Click Finish to save the changes and exit the Email Account Wizard.

 

To maintain team email accounts,

  1. Select Team under the System User menu of the System Manager Module. The Team search screen will display.
  2. Select the user team in the list to display the Team setup form.
  3. Click on the ellipsis button inside the Email Account field to display the Email Account Wizard.
  4. Click Next button to go to the email account information.
  5. Edit the details as necessary and click on the Next button to go to the last screen of the wizard.
  6. Click Finish to save the changes and exit the Email Account Wizard.

 

ShowDelete email accounts

Note that email accounts that were used cannot be deleted.

  1. From the Email tab of the User Account setup form, select the email account to delete.
  2. Click on the Delete option from the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

ShowCompose and send email messages

See Also: Working with the CRM Module > Manage Emails

 

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