Hey!
We have two different teams that are using to different outgoing email addresses.
I would like to change the default outgoing email adress from the personal email adress to the green one. Is that possible?
Shouldn't I be able to do the change here?
Alexandra,
We have been through the highs and lows of this requirement (mainly lows) over the years. The changes made in recent times by SugarCRM are a vast improvement but its still not quite there.
If you are fine for your users to use the System Email address, then untick Allow Users to Configure Email accounts in System Email Settings. However, we could never get this to work as our System Email Address is a Microsoft Exchange Shared Mailbox and no matter what delegation settings we tried, the Exchange Server would refuse to send from Sugar (fine from Outlook)
We can't seem to get this sorted and we know that users CAN send as the system email address from within Outlook, but not from within Sugar. We think this may still be some sort of permissions issue between Sugar and Exchange but we can't get to the source of the issue. Anyone who knows the trick we would love to know.
So we left the Allow Users to Configure Email accounts in System Email Settings box ticked and then each user (admin can't do this), had to go into Email Settings in the Email module and set up an email account for the user's email address but with a reply to the System Email address
This is not ideal as it relies on the recipient using reply.
So for regular users this was adequate. But for Administrator users they still see all the user email accounts and worse Sugar defaults the "first one in the list" and if you don't spot it you send using someone else's account. This behaviour has been identified by Sugar Support as in the code but it doesn't seem to be considered a problem ?!
We changed an Administrator to a Regular User but the problem persisted. We finally discovered that if we cleared the Reports To field for the user the problem was solved. So the user has to be a Regular User and have no Reports To.
So we are working with this at the moment, but it is far from ideal and I hope that someone in SugarCRM reads this and sees that its still not quite right and needs some work. Its too much to dump this on Sugar Support.
For now we have a working solution, but with some workarounds.
Happy to answer related questions on this.
Regards
Greg Barrass
Alexandra,
We have been through the highs and lows of this requirement (mainly lows) over the years. The changes made in recent times by SugarCRM are a vast improvement but its still not quite there.
If you are fine for your users to use the System Email address, then untick Allow Users to Configure Email accounts in System Email Settings. However, we could never get this to work as our System Email Address is a Microsoft Exchange Shared Mailbox and no matter what delegation settings we tried, the Exchange Server would refuse to send from Sugar (fine from Outlook)
We can't seem to get this sorted and we know that users CAN send as the system email address from within Outlook, but not from within Sugar. We think this may still be some sort of permissions issue between Sugar and Exchange but we can't get to the source of the issue. Anyone who knows the trick we would love to know.
So we left the Allow Users to Configure Email accounts in System Email Settings box ticked and then each user (admin can't do this), had to go into Email Settings in the Email module and set up an email account for the user's email address but with a reply to the System Email address
This is not ideal as it relies on the recipient using reply.
So for regular users this was adequate. But for Administrator users they still see all the user email accounts and worse Sugar defaults the "first one in the list" and if you don't spot it you send using someone else's account. This behaviour has been identified by Sugar Support as in the code but it doesn't seem to be considered a problem ?!
We changed an Administrator to a Regular User but the problem persisted. We finally discovered that if we cleared the Reports To field for the user the problem was solved. So the user has to be a Regular User and have no Reports To.
So we are working with this at the moment, but it is far from ideal and I hope that someone in SugarCRM reads this and sees that its still not quite right and needs some work. Its too much to dump this on Sugar Support.
For now we have a working solution, but with some workarounds.
Happy to answer related questions on this.
Regards
Greg Barrass
