Configuring for Incoming Emails
Gary Hawton
Last Update vor 2 Monaten
You have some choices when setting up the system to process incoming emails.
The first: do you want all emails to come in automatically, or would you prefer to just forward the ones you want to go into the system.
Forwarding is easy -- just forward the email to: [email protected]
When forwarding, note that the system will not be able to determine the end customer automatically, since when forwarding an email it gets "wrapped" underneath your email address text. Therefore, when processing a forwarded email it will require you to manually select the customer that the email should be applied to.
Automatic forwarding will apply the customer automatically (so long as the email address matches), but it means that ALL emails will be forwarded and you may have a number of them to delete from the CRM once they are forwarded, like in the demo video. Note that if you use Filters to manage the forwarding, you can get more creative and selective on which emails get forwarded, but that is beyond the scope of this article.
To forward emails from an individual email account, the following example uses Gmail setups, but it would be very similar for other email systems such as Outlook.
First, go into your settings and find the section for Forwarding Emails. In Gmail you would select the Settings option, then the All Settings selection, which brings you to this page. Click on Forwarding.
Click on the Add address button, and enter [email protected] as the new address. The system will then require your password. It will then send a confirmation email to HWIT in order to allow access. You will need to wait until this is granted, which may take up to 24 hours.
Once access has been granted, you can go back into your settings and select this email address as a forwarding email address. Make sure to select the option that also delivers the mail to your current inbox and not just forward everything!
