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User guide
Set up SuperOffice Inbox
Oppdatert på 20. okt 2021
The SuperOffice Inbox is an alternative way to connect your email to your SuperOffice CRM for email clients that cannot be connected via Web Tools. Here you will learn how to access and archive emails in 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):
- 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.
- 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
- How to manually add server information
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How to manually add server information
Incoming e-mail settings
To get your emails imported into SuperOffice CRM, please fill in as follows:
- Incoming e-mail server: your IMAP server details (you will find them in your email client's settings)
- User name: your full e-mail address
- Password: your e-mail account password
- SSL: On/Off - depends on your e-mails provider’s settings (see settings for Outlook and Gmail)
Outgoing e-mail settingsTo be able send out emails from SuperOffice CRM, please fill in as follows:
- Outgoing e-mail server: your SMTP server details (see settings for Outlook and Gmail)
- User name: your full e-mail address
- Password: your e-mail account password
- SSL: depends on your e-mail's providers settings (see settings for Outlook and Gmail)
Advanced settings - go to Inbox to manually add correct e-mail server informationNote: If you are on the SuperOffice CRM version that is older than 8.1, you will need to change folder names in your SuperOffice Inbox to match that of your email client. How to configure folder names in SuperOffice CRM Inbox
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- Change email configuration in SuperOffice Inbox
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Change email configuration in SuperOffice Inbox
- If you want to edit or remove your associated email account, simply click on your profile icon in the top right-hand corner in SuperOffice CRM and choose Email options.
- Select E-mail account tab and press the Edit/remove button.
- If you want to edit or remove your associated email account, simply click on your profile icon in the top right-hand corner in SuperOffice CRM and choose Email options.
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Related:
- The inbox in SuperOffice CRM - Help file
- Email in SuperOffice CRM
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