To be able to fetch the emails from your mailbox and show them on the CRM, a correct IMAP details and credentials is mandatory.
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Email Integration must be enabled on Global Settings > Integration. If not, please refer to Enable Email Integration step. |
How to Set Email Integration details
1. Click User Information icon on the Tools bar.
2. Click Open User Profile link.
3. When form is open, click Edit.
4. Click Email Integration tab
5. Select Enable Email Integration checkbox.
6. The Mail (IMAP) Server details section displays
7. Enter IMAP Server On the Provider dropdown, select a provider .
8. Enter Port Click Connect.
9. Enter Username. This is the email address you useChoose an account that you want to use, in case there are multiple accounts active.
10. Enter Password. This is the password for your mailbox.
11. Click Requires SSL checkbox as per your server specification.12. Click Submit Prompt box displays asking you to Allow iCRM to access your calendar, click Allow button.
12. Screen refreshes and status says "Connection Success".
13. Click Save.
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The user may now be able to see the emails on the Contact record. The Email Tab is added. Here is a link to the Contacts form for reference. |
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