Sugar Community Edition Installation and ... - SugarForge
Sugar Community Edition Installation and ... - SugarForge Sugar Community Edition Installation and ... - SugarForge
Chapter 2Administering SugarCreating Cases from Emails. Sugar can automatically generate cases from inboundemails. However, in order to do this, you must associate the Group folder with aGroup mail account and select the “Create Case” action. When the case is created, it isassigned to a user and an email notification is sent out to that individual. The email’sSubject line is copied to the case’s Subject line and the body is copied as the casedescription. The email for which the case was created is also listed in the History subpanelof the case’s Detail View.Optionally, you can use the Create Case Reply template to set up an automatedresponse notifying senders that a case has been created to resolve their issue. Theemail contains the number of the newly created case in the Subject line. The casenumber format follows the Case Macro setting.You can also use the Auto-reply template to automatically notify senders that youreceived their email.To configure inbound emails1. In the Email sub-panel of the Administration Home page, click Inbound Email.2. Specify the following information:Case Macro. This field imports an email and associates it with a case based on theSubject line. When users send an email from the detail page of a case, the casenumber appears in the Subject field of the email. The Case Macro field displaysthe default Case Macro string. To customize it, you can change CASE to adifferent word but you must preserve the rest of the string.Save Raw Source. Select Yes to preserve the raw email source for importedemails in the database without stripping any of the specified tags. For moreinformation, see “Email Settings” on page 56.62 Sugar Community Edition Installation and Administration Guide
EmailsNumber of Auto-responses. Use this field to specify the maximum number ofautomated responses to send to a specific email address during a period of 24hours.This prevents an endless loop in the event that the email recipient has set upan out-of-office responder. If not, when Sugar receives the automated response, itresponds with automated response, thus causing an endless loop.3. Click Save.To set up a Group mail account1. In the Shortcuts menu of the Inbound Email home page, click Monitor New MailAccount.The Inbound Email Setup page displays on the screen2. In the Basic Setup sub-panel, enter information for the following fields:Name. Enter the user’s name, or an alternate name for the mail account.Mail Server Address. Enter the address of the external mail server.Mail Server Protocol. From the drop-down list, select either IMAP or POP3.When you select IMAP, additional fields display on the screen to select aMonitored folder, a Trash folder, and a Sent folder.Monitored Folders. Click Select and select the folders that you want users tobe able to access from the Emails module. The default folder is “Inbox”. Toselect multiple folders, hold down the Shift key or the Ctrl key. When youcreate an account for an external mail account such as Yahoo or Google, youmust ensure that you are using their mail server protocol.Note:If you use the default “Inbox” folder value to access a Google mailaccount, you will be able to view emails in all the folders in your Googlemail account because Google does not have a folder named Inbox. ToSugar Community Edition Installation and Administration Guide63
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Chapter 2Administering <strong>Sugar</strong>Creating Cases from Emails. <strong>Sugar</strong> can automatically generate cases from inboundemails. However, in order to do this, you must associate the Group folder with aGroup mail account <strong>and</strong> select the “Create Case” action. When the case is created, it isassigned to a user <strong>and</strong> an email notification is sent out to that individual. The email’sSubject line is copied to the case’s Subject line <strong>and</strong> the body is copied as the casedescription. The email for which the case was created is also listed in the History subpanelof the case’s Detail View.Optionally, you can use the Create Case Reply template to set up an automatedresponse notifying senders that a case has been created to resolve their issue. Theemail contains the number of the newly created case in the Subject line. The casenumber format follows the Case Macro setting.You can also use the Auto-reply template to automatically notify senders that youreceived their email.To configure inbound emails1. In the Email sub-panel of the Administration Home page, click Inbound Email.2. Specify the following information:Case Macro. This field imports an email <strong>and</strong> associates it with a case based on theSubject line. When users send an email from the detail page of a case, the casenumber appears in the Subject field of the email. The Case Macro field displaysthe default Case Macro string. To customize it, you can change CASE to adifferent word but you must preserve the rest of the string.Save Raw Source. Select Yes to preserve the raw email source for importedemails in the database without stripping any of the specified tags. For moreinformation, see “Email Settings” on page 56.62 <strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide