Manage emails

You should specify the user’s personal email account in the Employees (EP203000) window, the Users (SM201010) window, or both windows. If incoming mail processing is activated for a system email account, before the system forwards incoming emails to a specific employee, it checks whether the employee has an email address specified in the Employees (EP203000) window; if there is no such address, the system uses the email address specified in the Users (SM201010) window.

In the User settings (SM203010) window, you can create a signature, which will be inserted at the end of each email this user sends. The Email settings tab provides a text box and a toolbar with tools to format the text of the signature.

In the windows used for creating emails, personal email addresses are available for selection to only their owners.

Users can use templates for their emails or set up automatic notifications based on specific templates. For details, see: About notification templates.

For each system email account, you can manually initiate the processes of sending and receiving mail, or you can set up an automatic schedule for these processes. Also, you can suspend sending and receiving emails for all system email accounts at once.

For more info, see: About mail sending and receipt.

To prevent the system from slowing down due to a large number of emails, both incoming and outgoing, accumulated over a long time, you can archive processed emails. For details, see: About email archiving.