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To be able to fetch the emails from your mailbox and show them on the CRM, a correct IMAP details and credentials is mandatory.

Warning

Email Integration must be enabled on Global Settings > Integration. If not, please refer to Enable Email IntegrationSync step.

How to Set Email Integration details

1.  Click User Information Information icon on the Tools bar.

2.  Click Select Open User Profile link.

3.  When form is open, click Edit.

4.  Click Email Integration tabSync 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

a

Enter Port.9.  Enter Username

If Google on Outlook.com

Click Connect.

Choose an account that you want to use, in case there are multiple accounts active.

Enter Password.  This is the

email address you use.

10. Enter Password.  This is the password for your mailbox.

11. Click Requires SSL checkbox as per your server specification.

12. Click Submit

password for your mailbox.

Prompt box displays asking you to Allow iCRM to access your calendar, click Allow button.

b.  If Office365,

Enter Username and Password

c. If iCloud,

Enter Username and Password*

*You have to generate an app-specific password to use with iEnterprise CRM. Refer this link for instructions : https://support.apple.com/en-in/HT204397

d.  Image AddedIf Exchange Server,

Enter Server, Username and Password

e.  Other,

Enter Server and Port

Enter Username and Password

Select Requires SSL checkbox

8.  Screen refreshes and status says "Connection Success".

9.  Click Save.


Tip
titleRecommended Next Step

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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