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Sugar Community Edition Installation and ... - SugarForge

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Emails5. Enter the mail account information as described in “To set up a Group mailaccount” on page 63 <strong>and</strong> click Next.The system displays a summary page that lists the specified settings.6. Click Save to save the settings <strong>and</strong> create a bounce-h<strong>and</strong>ling inbox; to navigateback to the previous screen, click Back; to go back to the Campaigns Home pagewithout saving any of the specified information, click Cancel.Inbound EmailUse this option to create a Group mail account to view emails from an external emailserver <strong>and</strong> share them with multiple users for necessary action. When you receiveemails that are addressed to your organization but not to any particular user, you canroute it to a Group mail account such as support@example.com orsales@example.com. Users can subsequently distribute emails in the Group mailaccount to other users.Using Group Folders. You can create a st<strong>and</strong>-alone Group folder in the Emailsmodule that not associated with a Group mail account. You can manually move emailsfrom an external email server into the group folder <strong>and</strong> distribute them among users.However, in order to automatically import emails into <strong>Sugar</strong> <strong>and</strong> route them to aGroup folder, you must associate a Group mail account with the Group folder. Whenyou associate a Group mail account with a Group folder, you can specify an action togenerate cases from imported emails <strong>and</strong> automatically assign them to users forresolution.Typically, you create group folders in the Emails module. However, you can create aGroup folder <strong>and</strong> associate it Group folder with a Group mail account from theInbound Email Setup page when you are in the process of creating or editing theaccount. For information on creating a Group folder, see “To create <strong>and</strong> edit Groupfolders from the Emails module” on page 65.To help make a decision on whether to use Group mail accounts, Group folders, orboth, use the recommendations listed below. For more information on Group folders,see “Email Folders” in the <strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> User Guide.Group Mail Account without Group FolderCan import emails manually from themail server into the <strong>Sugar</strong> database asneeded.This option is recommended if:• The mail server does not have apowerful spam filter <strong>and</strong> you want toavoid importing spam emails.• You do not have enough databasestorage space to store a large numberof emails.• If you are creating the account tostore bounced campaign emails.Group Mail Account with Group FolderCan import emails from the mail server intothe <strong>Sugar</strong> database automatically through abatch process. The emails are automaticallydeleted from the mail server.This option is recommended if:• The mail server has a powerful spam filterto help you prevent importing spamemails.• You have enough database storage space tostore a large number of emails.• If you are creating the account toautomatically create cases <strong>and</strong> assign themto users.<strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide61

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