Set up SuperOffice Inbox

How to set up your SuperOffice Inbox

Requirements: Before you start setting up your SuperOffice Inbox, ensure the following: 

a. Make sure IMAP is enabled in your email client. SuperOffice Inbox supports most of the IMAP email servers.

b. To be able to send out emails from SuperOffice CRM, make sure that the email address you are going to use with SuperOffice Inbox is same as the first email registered in your Contact card/screen.

You can check which email you have registered in your Contact card/screen

Next, configure SuperOffice Inbox with your email server details (see “How to manually add server information” for more details). 

Watch this video to see how quickly and easily you can set up your SuperOffice Inbox or follow the steps below (video length -1:34):

1. Click on the Inbox icon in the navigator menu. The Log in screen appears the first time you open your inbox. Enter the email and password of the email account you want to use.
2. Click save and you’re all set.
   
   
   
   For those using SuperOffice CRM version 8.1 or later, the system will automatically fill in your email server details.
   
   If it doesn’t get the details correct, or the email address and password you entered are not correct, you will be redirected to the Advanced settings dialog. There you'll need to manually enter or check configuration information for incoming and outgoing servers.
   
   You will also need to manually fill in information for incoming and outgoing servers if you are using SuperOffice version 8.0 or older.

Manual setup and email configuration

Related:

• The inbox in SuperOffice CRM - Help file
• Email in SuperOffice CRM