Hiho,
is there a way to import all incoming mails automatically to sugar or to import all mails from a certain account or all accounts into sugar?
thanks, luggie
Hiho,
is there a way to import all incoming mails automatically to sugar or to import all mails from a certain account or all accounts into sugar?
thanks, luggie
Hi,
You can import email by completing following configuration:
-> go to Email module
->click on Settings
-> popup will appear
->Click on Mail Accounts
->Click on Add to add new email account
->>The following pop-up will appear.
-> After filling the form, Test Settings. If the connection is successful, Save settings
-> It will import all emails in Sugar
Hope this helps.
Regards!
Hey Lukas Müller,
You can achieve by changing the default setting in emails modules. Kindly find the screenshot for that.
Also don't forget to enable corresponding scheduler for that.
Thanks but that is still not what I want to achieve. Like I said, I already have fully functionary email accounts set up and receiving mails automatically.
The problem is that I need to manually import those received mails into sugar. user by user, page by page, which adds up to a lot of work. There has to be a way to automatize that.
I mean this function:
Hey Lukas Müller,
I am not able to view the picture which you had shared, due to some policy. Kindly share it here.
Hey Lukas Müller,
I am not able to view the picture which you had shared, due to some policy. Kindly share it here.
Hello, I have the same need. Did you solve the problem?
Thank you very much for your answer. We have 7.9 version, but Emails module is not a sidecar module. It's seems like prints of Lukas Müller, yet. What did you said, it's true, SugarCRM import automatically inbound emails to contact or lead respectively, but needs to be a "group mail account", not in a "personal account" mail. With a personal account you need to view emails on module, and click on "Import email", like Lukas Müller describe.