Configuring Email Management

Go to <My Profile> | Administration | Email And Documents | Email Configuration and click Change.
- To configure the Email Management server to file outbound emails, select Email Management from Outbound emails should be filed by.
- Enter the email address of the mailbox to which outbound emails are sent in Mail Manager Server filing address. Email Management can run on this mailbox and file outbound emails. This email address must be unique and used for Email Management only. The mailbox cannot be used for any other purpose and it cannot be a person’s private mailbox.
- Ensure the value in Mail Manager Server filing address prefix is correct. For more information, see Email/SMS settings.
Click Save.
Go to <My Profile> | Administration | Email And Documents | Email Management Server Options and click New. You must set up options on the outbound email mailbox first. All emails in the mailbox are filed according to these options by default or if the conditions specified in any rulesets are not met.
- Select Enabled to activate Email Management on the mailbox.
- Enter the Mail Manager Server Filing Address in Email address. This is the address you specified in step 1.
- Set values for the remaining Email Management Server Options.
Click Save.You can then set up Email Management Server Options on other mailboxes. For example, support@domain.com.
Click <My Profile> | Administration | Email and Documents | Advanced Email Management Server Options and click Change.
- Enter the user name and password of a Sage CRM user with access rights to the database in Manager logon and Manager password. We recommend using the System Administrator.
- Set values for the remaining Advanced Email Management Server Options.
Click Save.
To further customize Email Management, you can set up rulesets and customize script templates. For more information, see Adding rulesets to Email Management and Working with script templates.