vtiger510:Module Webmail Configuration
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About
Webmail module provides the ability to interact with your INBOX on the IMAP mail server.
Feature
Webmail allows user to send and receive emails from any computer on web.
Check email automatically every few minutes.
Retrieve and read the messages from your IMAP server, including those in HTML format.
Incoming mail server configuration
Go to My HomePage>Webmail,
Give details of My Incoming Mail Server .
Display Name : Your Name Email : yourname@gmail.com
Mail Server Name or IP : imap.gmail.com
Username : gmail_id
Password : gmail_password
Mail Protocol : IMAP2 or IMAP4 as it is supported by major email clients and and mail servers.
SSL Options : To ensure security of data transmitted choose either SSL or TLS.
Certificate Validations : Security feature, Server responds by sending the site’s certificate to the browser.The browser validate the certificate if it is valid
Refresh Timeout : 1 min
Email per Page : as you wish.
Once you have configured Webmail,you can access your account directly from crm
Qualifying Incoming mails
Case 1: If the mail comes from a undefined user on qualifying new contact will be created in the CRM and mail will be attach to newly created contact.
Case 2:If a mail has come from a lead then qualifying the mail to attach the mail to the lead.It will not create any contact.
Case 3:If with same mail id a Lead and a Contact is present then qualifying the mail will attach the mail to the Lead instead of contact.
Case 4:If Lead is converted to Contact then if we will qualify any new mail then the mail will not get attach to the contact but to the already converted lead, if we will access the lead through direct URL(putting record id) then we can see the qualified mail attached there.
If I will delete the converted lead then further qualifying mail will attach the mail to contact.
Case5:If two contacts are there with same mail id then qualifying a mail will attach the mail to the first contact got created in the CRM not to the second one.If i will delete the first contact then the mail which will get qualify after wards will get attach to the 2nd contact.
P.S: Qualify mail is not a Automatic process.Users have to do it manually. Users can see the Qualify Button after clicking on a mail in Webmail.
