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Configure Settings for Email Configuration per Organization 

Hint

Read more on this topic in Emails.

Configure Email Settings 

Note

You can configure email settings globally, per organization, per website, per user.

To configure email settings per organization:

  1. Navigate to System > User Management > Organizations in the main menu.

  2. For the necessary organization, hover over the More Options menu at the end of the row and click to start editing the configuration.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

  3. On the Email Configuration page, define options applied to all the emails in the application.

    Note

    To change any of the system-wide options, clear the Use System checkbox first.

    • Email settings — User emails are enabled by default. To disable the option, clear the Use System checkbox and clear the Enable User Emails option.

    • Signature — Add a signature to the emails.

      • Signature Content — Specify the text and formatting of your signature. By default, the email signature body is empty.

      • Append Signature to Email Body — Define whether a signature must be added automatically or manually.

  4. Under Email Threads, select how to display emails and replies to users, either as threads or separately.

    • Display Email Conversations As — Defines the user’s email representation under My Emails.

    A sample of an email with the threaded option selected A sample of an email with the non-threaded option selected

    • Display Emails In Activity Lists As — Defines how emails and replies are displayed under the Activity menu of a selected record.

      A sample of an email with the threaded option selected A sample of an email with the non-threaded option selected

  5. Under SMTP Settings, configure the SMTP protocol that allows sending email messages. Click Check SMTP Connection once you provide the following details:

    • Host — SMTP Host name, e.g. smtp.gmail.com

    • Port — SMTP Port number, e.g. 465

    • Encryption — Encryption type: None, SSL or TLS

    • Username — Your email address

    • Password — The password for your email address

  6. Under HTML in templates, configure the following:

    • Enable HTML Purifier — Enable or disable HTML Purifier. Disabling HTML Purifier allows you to paste any HTML code into a template or an email body editor without tag stripping.

    • Enable WYSIWYG For Email Templates — Enable or disable the WYSIWYG editor for email templates. Remember that the WYSIWYG editor does not support variables provided by the default base email template. Enabling the WYSIWYG editor may break existing email templates.

  7. Under System Mailboxes, configure a system mailbox that allows people who do not have access to the company mailbox addresses to write to the company. To add a new system mailbox, click Add Mailbox.

  8. Click Save Settings.

Configure a System Mailbox 

To configure a system mailbox on the organization level:

  1. Navigate to System > User Management > Organizations in the main menu.

  2. For the necessary organization, hover over the More Options menu at the end of the row and click to start editing the configuration.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

  3. Click System Configuration > General Setup > Email Configuration in the panel to the left.

  4. In the System Mailboxes section, click Add Mailbox.

  5. In the General section, define the basic settings of the mailbox:

    • Mailbox Label — Provide a name for the system mailbox.

    • Email — Provide the email address.

  6. In the Synchronization Settings, configure your IMAP/SMTP connection:

    • Enable IMAP — Select the checkbox to enable retrieving email messages

    • IMAP Host — Provide the IMAP Host, e.g. imap.gmail.com

    • IMAP Port — Provide the IMAP Port, e.g. 993

    • Encryption — Select the encryption type, SSL or TLS

    • Enable SMPT — Select the checkbox to enable sending messages

    • SMTP Host — Provide the SMTP host, e.g. smtp.gmail.com

    • SMTP Port — Provide the SMTP port, e.g. 587

    • Encryption — Select the encryption type, SSL or TLS

    • User — Provide your email address

    • Password — Provide your password

  7. Click Check Connection/Retrieve Folders. After a successful connection, a list of available folders is displayed. Select the checkboxes next to the folders you wish to synchronize.

    Hint

    Detailed instructions on the way to set up IMAP and SMTP connection in Gmail are provided on the Google support page.

    Hint

    To enable connection, select the checkbox next to Allow Access for Less Secure Apps Box.

  8. In the Email Processing section, choose what happens to all the emails received in the mailbox.

    • Do Nothing — No actions are performed. Letters are saved in the mailbox.

    • Convert To Lead — Letters will be saved in the mailbox. Based on the first letter in the thread, a new Lead record will be created in the Oro application.

    • Convert To Case — Letters will be saved in the mailbox. Based on the first letter in the thread, a new Case record will be created in the Oro application.

    Note

    Options in the Source field should be defined in advance. This can be done through the entity manager in System > Entities > Entity Management > Lead > Source.

  9. In the Access Management section, define which users will have access to the system mailbox. You can select roles and/or specific users. All the users with defined roles and all the specifically defined users will have access to this mailbox.

  10. In the Autoresponse Rules section, generate one or several auto-response rules. These rules determine which template is sent to the sender of the email.

  11. Click Add Rule to add a new auto-response rule and complete the following details in the dialog:

  • Status (Active/Inactive) — Only rules with active statuses are applied

  • Name — Select the name for the rule to be used within the system.

  • Conditions — Define the rules according to which the rule will be applied. In the first selector, choose the field for which the condition is to be set: Body, From, Cc, Bcc. In the second selector, choose the conditions (e.g. contains, does not contain, is equal to, starts with, etc.). In the field besides the selectors, define the values where required. Click the + or +Add button to add another condition for the rule. Click the x button to remove the condition. All conditions are summed up (AND operator).

  • Response Template — Choose an email template for auto-response.

  • Type — Choose if you want to use html or plain text for the email.

  • Translations — If you have more than one language configured in the system, select the necessary translation.

  • Email Template — Enter the subject and content of your email.

  • Save Response As Email Template — Checking the box automatically saves the current email as a template.

Click Add on the bottom to save the rule.

Sample autoresponse rule form

  1. Click Save Settings.

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