Are you able to see your emails, like a mailbox, in EspoCRM?

[saikarthik]

Can you setup a mailbox in EspoCRM to check your mails? Are you able to create custom workflows based on incoming emails? I was not able to find how to do either of these.

[girish]

I checked our EspoCRM setup. Under Administration, there is:

For "shared" mailboxes (like sales@, partner@), we have setup Group Email. For individual mailboxes, we have setup Personal.

The settings for IMAP in each is like:

[jdaviescoates]

@girish said in Are you able to see your emails, like a mailbox, in EspoCRM?:

For "shared" mailboxes (like sales@, partner@), we have setup Group Email.

Interesting.

Is this instead of or in addition to using FreeScout for this sort of thing?

@girish said in Are you able to see your emails, like a mailbox, in EspoCRM?:

For individual mailboxes, we have setup Personal.

Interesting (again)

Do you use this instead of, or in addition to Roundcube/ Rainloop/ etc?

Thanks!

[girish]

@jdaviescoates Some mailboxes like info@, support@, security@ are on FreeScout. For the others like sales@, partner@, where we want to store contact information, preserve history, track meeting info etc, goes via EspoCRM.

Not sure about @nebulon but I use our Rainloop installation pretty much only for configuring filters. Thunderbird is my main mail client.

[robi]

@girish how do you know to check FreeScout vs EspoCRM?

[jdaviescoates]

@girish said in Are you able to see your emails, like a mailbox, in EspoCRM?:

Not sure about @nebulon but I use our Rainloop installation pretty much only for configuring filters. Thunderbird is my main mail client.

So what are you using Personal Email Accounts in Espo CRM for?

[saikarthik]

@girish sorry, i made a mistake in the original post. I meant to ask the same about Dolibarr. but I don't see a forum thread for it.

[girish]

@saikarthik I created a new category now - https://forum.cloudron.io/category/107/dolibarr ? Can you ask there. I haven't used Dolibarr yet since @eric is still packaging it and it's not completed yet, I think.

[DualOSWinWiz]

any specific configuration to receive email in ESPOCRM? i tried but inbox was not retrieving any emails.

[girish]

you should configure it just like any other mail client . are you using cloudron mail or something else?

[DualOSWinWiz]

@girish thank you yes i ws doing actually their is a configuration to run a cron job to fetch new emails once that i did and it worked

[robi]

should that be default?

[DualOSWinWiz]

Nope it was not default in order to either feth emails or send mass emails and for some notifications you have to create a cron job