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How to Configure The Email Modules in Suite CRM

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Configuration Of The Email Modules In Suite CRM

The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account.This video explains the method to configure the email-modules in SuiteCRM

Configure the email modules snap1 Configure the mail name and mail address snap2 Configure the SMTP mail server snap3 Select the Email options that needed snap4

Assignment Notifications

When selected, users will be emailed when a record is assigned to them.

Send notification from the email address of the assigning user

Where the mail server permits this, the assigning user’s name and email address will be included in the From field of the notification email. Otherwise the default system outbound account will be used.

Emails Security Settings snap5

Inbound Email

Set up group mail accounts for monitoring inbound email and bounce handling accounts for campaigns here. You can also manage personal inbound mail account information for users from this panel.

Group Email Account

A group email account allows more than one user to access a particular mail account. This can be useful for sales or support email accounts for example. In addition, group accounts are also used for sending email campaigns. See the Campaigns documentation for more information.

This is the method how to configure the Email modules

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Comments ( 1 )

hectorrodriguez
It is possible to integrate the emails module in a custom module. For example, we process the information about sales in stages, and we want to send and receive emails for each stage.
Add a comment

Frequently asked questions ( 5 )

Q

What are the use of Email Modules in Suite crm?

A

The Emails module in SuiteCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account.

Q

What is the use of Suite CRM?

A

SuiteCRM is a free and open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.

Q

What are the modules that available in suite CRM?

A

Accounts module
Bugs module
Calendar module
Calls module
etc..

Q

What are the features of the Cases module in Suite CRM?

A

Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.

Q

What are the features of the Contacts module in Suite CRM?

A

Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.

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