Laddar ......

Laddar ......

Set up SuperOffice Inbox

Uppdaterad 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.

Show my own contact card to change the details.You can check which email you have registered in your Contact card/screen

Next, configure SuperOffice Inbox with your email server details (seeHow to manually add server informationfor 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.

    In the Inbox screen, the first thing to do, is to log into the wanted mailbox with your email address

    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
    • How to manually add server information

      Incoming e-mail settings

      To get your emails imported into SuperOffice CRM, please fill in as follows:

      1. Incoming e-mail server: your IMAP server details (you will find them in your email client's settings)
      2. User name: your full e-mail address
      3. Password: your e-mail account password
      4. SSL: On/Off - depends on your e-mails provider’s settings (see settings for Outlook and Gmail)


      Outgoing e-mail settings

      To be able send out emails from SuperOffice CRM, please fill in as follows:

      1. Outgoing e-mail server: your SMTP server details (see settings for Outlook and Gmail)
      2. User name: your full e-mail address
      3. Password: your e-mail account password
      4. 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 information
      Advanced settings - go to Inbox to manually add correct e-mail server information

      Note: 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 

  • Change email configuration in SuperOffice Inbox
    • Change email configuration in SuperOffice Inbox

      1. 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.

        Go to Personal settings and choose E-mail options to edit your e-mail settings

      2. Select E-mail account tab and press the Edit/remove button.

        Go to Personal settings and choose E-mail options, go to E-mail account and click Edit/Remove to remove the e-mail account

 

Related:

I denna artikel