Configuring standard email

The options you select on the Email Configuration screen do not affect incoming emails because messages are not delivered directly to the Sage CRM system. Instead, they are delivered to your chosen mail server and read using the mail client. For example, emails are delivered to Microsoft Exchange (server) and read using Microsoft Outlook (client).

If you're running the Email Management Server you can forward emails to the Mail Manager Server Filing Address for filing. For more information, see Email Management. Alternatively, you can use the File Email option in the Lite Outlook Integration or the Document Drop options. For more information, see the User Guide.

  1. Click <My Profile> | Administration | Email And Documents | Email Configuration.
  2. Click Change and specify the Email/SMS settings.
  3. To enable the embedded email editor, ensure Use CRM’s embedded Email Client is set to Yes.
  4. To use the Internal SMTP mail client to deliver emails, select SMTP from Send Mail Using. Enter the IP address of your SMTP mail server in Outgoing Mail Server (SMTP) and the SMTP port (25) in SMTP Port. Ensure port 25 is open and allows the transfer of messages.
  5. To use CDOSYS to deliver emails, select CDOSYS from Send Mail Using. Enter the IP address of your SMTP mail server in Outgoing Mail Server (SMTP) and the SMTP port (25) in SMTP Port. Ensure that the Simple Mail Transfer Protocol (SMTP) service is running in Windows services.
    • Click Start | All Programs | Administrative Tools | IIS Manager.
    • Click Deliver Email to SMTP Server and enter the configuration details of your SMTP mail server. This means that the email is delivered immediately to an online SMTP server.
    • Alternatively, select Store E-Mail in pickup directory to store the email on disk where it can be retrieved for later delivery.
  6. To allow users send emails in HTML format, set Send Email As HTML to Yes.
  7. To specify that standard Sage CRM outbound filing is used to file emails, set Outbound Emails Should Be Filed By to CRM. A copy of the email is stored in the communication record saved against the company or person to whom the email was sent.
  8. Click Save.