Email Management overview

Email Management overview

Email Management processes emails as follows.

  • The user sends an email to a specified email address. For example, info@domain.com.
  • The Email Management service accesses the mailbox.
  • The service reads each email in the mailbox.

For each email read, the following happens.

  • The Email Management service reads the custom script into memory and builds the user defined rulesets if they have been defined in the system. For more information, see Adding rulesets to Email Management.
  • The rulesets are inserted into the script file as JavaScript. Rulesets are already built into the defalut Communication.js script.
  • A number of ready-built Objects are passed into the script file, including one to access email.
  • The script is executed internally from the application and actions are taken on the email. For example, a new communication is generated that includes information from the email.
  • Attachments are saved in the Sage CRM Library.
  • The email is deleted from the mailbox.
  • If the script fails, the script and error information is written to the daily log file. You can access the log file from the main system directory.

    For example: %ProgramFiles(x86)%\Sage\CRM\Services\logs\

    <yyyymmdd><InstallName>MailManager.log

    Alternatively, click View Log Files on the Email Management Server Options screen. Emails that cause the system to fail internally are saved in a rogue email folder in
    %ProgramFiles(x86)%\Sage\CRM\Services\CustomPages\Scripts.

  • You can modify the script to connect to an external database.
  • Each mailbox is accessed and controlled by its own thread within the application.