You can sync your email account with OneOfficeERP to send and receive emails from OneOfficeERP.
You can manage multiple incoming and outgoing Email Accounts in OneOfficeERP. There has to be at least one default outgoing account and one default incoming account. If you are on the OneOfficeERP cloud, the default outgoing email is set by us.
To access Email Accounts, go to:
Home > Settings > Email Account
Before creating an Email Account, you need an Email Domain. However, you can skip creating an Email Domain if you're using one of the services listed here.
Note: For some services like Gmail, you may need to turn on the settings to allow less secure apps.
OneOfficeERP will create templates for a bunch of email accounts by default. Not all of them are enabled. To enable them, you must set valid email account details.
There are two types of email accounts, outgoing and incoming. Outgoing email accounts use an SMTP service to send emails and emails are retrieved from your inbox using an IMAP or POP. Most email providers such as Gmail, Outlook, or Yahoo provide these services.
To set up an incoming Email Account, check on Enable Incoming and set your POP3 settings, if you are using a popular email service, these will be preset for you.
The following options are available for incoming emails:
This feature creates documents when an email is sent to a particular email account. For example, you can append firstname.lastname@example.org to the Issue DocType. On doing this, whenever an email is sent to email@example.com, the system will create an Issue for it. Similarly, if you link firstname.lastname@example.org, when emails are sent to email@example.com, a Job Applicant document is created.
Enable Automatic Linking in Documents will link emails to documents, to know more click here.
All emails sent from the system, either by the user to contact or via notifications or via transaction emails, will be sent from an Outgoing Email Account.
To set up an outgoing Email Account, check on Enable Outgoing and set your SMTP server settings, if you are using a popular email service, these will be preset for you.
The following options are available for outgoing emails:
In OneOfficeERP when you send an email to contact like a customer, the sender will be the user who sent the email. In the Reply-To property, the Email Address will be of the default incoming account (like
[firstname.lastname@example.org](mailto:email@example.com)). OneOfficeERP will automatically extract these emails from the incoming account and tag them to the relevant communication.
If you encounter errors when configuring an email account, refer to this page.