SuperOffice AS CRM Online Set up your web mail client
Index Introduction... 3 Your preparations... 3 Setting up your web mail... 4 Using your Inbox... 7 This document is subject to change. Screenshots are from an English installation of SuperOffice CRM Online version 7 and Gmail is used as an example. Last edited May 18, 2011 by Cathrine Mula, SuperOffice AS
Introduction This document will introduce the reader on how to set up your web based mail client for SuperOffice CRM Online. If you use your web mail with CRM Online, you will be able to mirror your web based inbox and then directly from CRM Online be able to create, send and store e-mails on to the appropriate contacts (sales and project). If you use Microsoft Outlook, you may prefer to install the Mail link instead which allows you to archive and add contacts and documents from CRM Online directly from your Outlook client. How to install this mail link is outlined in a different How-to guide (see the FAQ section via your Support portal at http://support.superoffice.com (or click on Help in CRM Online which will take you to the support portal). Your preparations SuperOffice CRM Online web mail uses a standard protocol called IMAP. Setting up the web mail is easy provided you have the following information at hand: the address to use for incoming mail ( IMAP server) the address to use for outgoing mail, if not the same as for incoming your user name password Whether your web mail vendor require Secure internet connection (SSL) or not If you do not know this, you need to contact your vendor and ask. For example, Gmail outlines their details under Settings and the section for Forwarding and POP/IMAP where you can enable the IMAP settings and directions for configuration of other mail clients. Last edited 18. mai 2011 Page 3 of 8 SuperOffice CRM Online
Most vendors will provide this information available via their websites or by calling them. Setting up your web mail First, log-on to your CRM Online account. Second, ensure that your E-mail preferences is set to SuperOffice. You do this by clicking on Edit, then Preferences: Note: It may take a few seconds to open up the Preferences screen the first time. Last edited 18. mai 2011 Page 4 of 8 SuperOffice CRM Online
Once the screen for Preferences is opened, click on E-mail and choose SuperOffice as your E-mail client, and then Save. Now, you can click on the Inbox in your Navigation pane, and you will see the screen to enter your e- mail server details (as outlined under Preparations above): Last edited 18. mai 2011 Page 5 of 8 SuperOffice CRM Online
Complete the information based on what your vendor tells you and click for Remember login information and Login! For example: Once successful, you will get a short confirmation and then be automatic redirected to a mirror of your inbox in the SuperOffice CRM Online interface (example below). If you get an error message, you need to check the details again and see if these are correctly input. Remember that your password may be case-sensitive! Last edited 18. mai 2011 Page 6 of 8 SuperOffice CRM Online
Using your Inbox Now you can create new mail, reply to mails, forward, delete and archive mails into your CRM database for future reference and make the dialogue available for all. Notice the different options provided in the panels in red, giving you all the different tools you require for working efficiently with your emails: To create a new e-mail, press New and SuperOffice CRM Online will automatically start a new mail and you can choose to archive automatically (preferences) or manually by clicking on the Archive is On button in your e-mail. Now you can find any address easily that is stored in your CRM Database Last edited 18. mai 2011 Page 7 of 8 SuperOffice CRM Online
as in the picture below, or easily update or store new e-mail addresses when archiving your e-mails. To archive a mail, simply click on the Archive word to see your options. Once you choose to archive, SuperOffice will search for the contact and person card that matches the sender s e-mail address. If SuperOffice is unable to find the person with the e-mail address you are archiving, it will automatically suggest creating a new person or contact. You will soon find that this is a great way of populating your database with up-to-date email and contact information. For more information on how to use the SuperOffice mail and in-box, please visit your SuperOffice Learning Online. Last edited 18. mai 2011 Page 8 of 8 SuperOffice CRM Online