Sugar Community Edition Installation and ... - SugarForge
Sugar Community Edition Installation and ... - SugarForge Sugar Community Edition Installation and ... - SugarForge
Chapter 2Administering SugarEmailsthe user. You cannot change any of the privileges because they are associated withthe role.Use this sub-panel to manage inbound and outbound emails for your organization. TheEmail panel on the Administration page displays options to configure mail settings,setup mail accounts to route inbound emails, and manage the email queue.Email SettingsUse this option to set the default settings for outbound and inbound emails.For outbound emails, this includes the following:• Default notification settings that specify the “From” name and address fornotification emails that are sent to users when record are assigned to them.• The defaults for the Mail Transfer Agent, email format, and the email client foroutbound emails.In the Emails module, users can override some mail settings that you configure on thispage such as the email format and the character set used when composing emails.For inbound emails, you can specify whether you want to preserve emails’ raw sourceor not. Not preserving the raw source prevents compromising your system.You can select tags, such as applets and frames, that you want stripped from incomingemails. When you do this, the system checks incoming emails for the specified tagsand removes them before displaying the email in the application. The email is storedin the Sugar database, so you can choose to preserve the raw email source in thedatabase without stripping any of the specified tags. However, this action maycompromise your system.56 Sugar Community Edition Installation and Administration Guide
EmailsTo configure email settings from the Administration page1. In the Email Settings sub-panel of the Administration page, click Email Settings.2. In the Email Notification Options sub-panel, enter information for the followingfields:From Name. Enter the name of the sender.From Address. Enter the sender’s address.Notifications on? Select this option to send an email notification to users when arecord for any of the following modules is assigned to them:AccountsContactsOpportunitiesLeadsMeetingsCallsTasksCasesBugsQuotasCampaignsSugar Community Edition Installation and Administration Guide57
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Chapter 2Administering <strong>Sugar</strong>Emailsthe user. You cannot change any of the privileges because they are associated withthe role.Use this sub-panel to manage inbound <strong>and</strong> outbound emails for your organization. TheEmail panel on the Administration page displays options to configure mail settings,setup mail accounts to route inbound emails, <strong>and</strong> manage the email queue.Email SettingsUse this option to set the default settings for outbound <strong>and</strong> inbound emails.For outbound emails, this includes the following:• Default notification settings that specify the “From” name <strong>and</strong> address fornotification emails that are sent to users when record are assigned to them.• The defaults for the Mail Transfer Agent, email format, <strong>and</strong> the email client foroutbound emails.In the Emails module, users can override some mail settings that you configure on thispage such as the email format <strong>and</strong> the character set used when composing emails.For inbound emails, you can specify whether you want to preserve emails’ raw sourceor not. Not preserving the raw source prevents compromising your system.You can select tags, such as applets <strong>and</strong> frames, that you want stripped from incomingemails. When you do this, the system checks incoming emails for the specified tags<strong>and</strong> removes them before displaying the email in the application. The email is storedin the <strong>Sugar</strong> database, so you can choose to preserve the raw email source in thedatabase without stripping any of the specified tags. However, this action maycompromise your system.56 <strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide