Inbound Email Setup
Create a Group mail account for inbound emails. For each Group mail account, you can set up an action for emails that are routed to there. For example, you can create a bug or a case from an inbound email. You can also create Group folders. These are folders within Sugar that can be shared among users in a team. You can also map a Group folder to a Group mail account to automatically import emails into Sugar through the Job Scheduler.
To create a new email inbox, enter the following information:
- Name. Enter the user's name.
- Mail Server Address. Enter the address of the mail server.
- Mail Server Protocol. From the drop-down list, select either IMAP or POP3.
- Mail Server Port. Enter the server port number.
- Status. From the drop-down list, select the user status.
- User Name. Enter the user name.
- Password. Enter the user password.
- Monitored Folder. Select a folder from the drop-down list. From the Emails module, users will be able to view emails in the monitored folder. The default value is "Inbox".
- Use SSL. Select this box to use Secure Socket Layer (SSL) when connecting to the mail server.
In the Email Handling Options sub-panel, enter information for the following fields:
- Possible Actions. From the drop-down list, specify the action that the team is permitted to perform. To permit all actions, select Create [Any].
- Assign To Group. From the drop-down list, select an existing email group or elect to create a group when you save the inbox.
- Assign to Team. From the drop-down list, select the team that is permitted to perform the action.
- Auto-Reply Template. From the drop-down list, select an existing email template.
- From Name. Enter the name of the user who is sending out the email.
- From Address. Enter the email address of the user.
- Reply-to Name. Enter a name to receive bounced emails.
- Reply-to” Address. Enter an email address for bounced emails.
- No Auto-reply to Domain. To exclude a domain from receiving the automatic email response, enter the domain name.
To save your email settings, click Save.
To exit the page without saving your changes, click Cancel.
To ensure that the email settings are correct and to view existing folders that you can monitor, click Test Settings.