Email Management Server Options

Field

Description

Enabled

Enables Email Management on the mailbox. Allows you to maintain a list of multiple addresses, activating and deactivating them as required. For example, specialoffers@domain.com is required in the last month of each quarter, but should not be available in other months.

Mailbox access method

The method used to access the mailbox. Values are POP and MAPI.

Email Address

The email address of the mailbox on which Email Management is enabled.

If you're configuring options for the outbound email mailbox, enter the Mail Manager Server Filing Address. This is the address you specified in <My Profile> | Administration | Email and Documents | Email Configuration.

Use OAuth 2.0 for

Select the mail service for which you want to enable OAuth 2.0 authentication.

For instructions on how to set up OAuth 2.0, see Enabling OAuth 2.0 for a mailbox in Email Management.

OAuth 2.0 client ID

The public identifier of the app for which you want to enable OAuth 2.0.

OAuth 2.0 client secret

The client secret corresponding to the OAuth 2.0 client ID.

POP Server/MAPI Profile Name

The name of the POP server used for incoming mail or the MAPI profile name.

To check this name on the Sage CRM server, right-click the Microsoft Outlook menu option, and click Properties | Show Profiles. The default profile is MS Exchange Settings.

POP3 Port

The port that POP3 can use to send emails.

Use TLS for POP

Select this checkbox to receive emails from the POP email account using TLS.

POP Account Name/MAPI Mailbox Name

The user name of the POP email account or the MAPI mailbox name. To check this name on the Sage CRM server, right-click the Microsoft Outlook menu option, and click Properties | Show Profiles. Select the MAPI Profile Name and click Properties. The mailbox name is specified in Mailbox.

POP/MAPI Password

The password for the POP or MAPI server.

SMTP Server

The name of your SMTP server if your SMTP server is different to your POP server. If left blank, Email Management uses your POP server for outbound mails. The field is not required for MAPI.

SMTP Port

The port that SMTP can use to send emails.

Use TLS for SMTP

Select this checkbox to send emails to the SMTP server using TLS. For supported TLS versions, see the 2022 R1 Hardware and Software Requirements.

SMTP User Name

The user name for the SMTP server, if required by the Mail Administrator.

SMTP Password

The password for the SMTP server, if required by the Mail Administrator.

Administrator Email Address

The email address to which service messages are sent when the service starts or if there's a problem with the service.

CRM User

The Sage CRM user that Email Management considers to be the logged on user. For example, when Cases and Communications are created, this user is specified as the user who created them.

Template

The script file used to process the email. Script files are shipped as part of Email Management and allow you to specify various ways to handle emails. For more information, see Email Management and objects.

Default Ruleset Assigned User

The default user to which the Case or Communication is assigned.

Default Ruleset Assigned Team

The default team to which the Case or Communication is assigned.

Default Ruleset Action

The default action. For example, the Track Case action means that most emails are filed as cases and assigned a Case ID but if the email already contains a Case ID, a Communication is filed to track the case.

Feedback on Success

Sends information about successful emails to the administrator.

Feedback on Failure

Sends information about failed emails to the administrator.