Email Accounts

Email account is the set of options that is responsible for the configuration of email processing. It can be a pre-configured account with the SMTP protocol (for sending emails), POP3 protocol (for receiving emails), and IMAP protocol (for sending and receiving emails).

The email account configuration includes the following steps:

1. Creating an email account
2. Testing the connection (optional)
3. Configuring default settings.

Creating an email account 

To create an email account, please complete the following steps:

1. Navigate to the System Mailboxes → Email Accounts.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

The simple.email.test.user property allows specifying a test email address for email debugging. After set up, all mail sent from the instance will be redirected to this address.

To set it up, please complete the steps below:

1. Navigate to System Properties → All Properties.
2. Find the simple.email.test.user property record using the list search boxes and open it.
3. In the Value field, enter the text you need.
4. Click Save or Save and Exit to apply changes.

Test Connection 

When you finish configuring the email account.

To test the connection, please follow these steps:

• Select the Enable Debug checkbox and click Save.
• Scroll down to the Related Links area (above the Related Lists area).
• Click the Test Connection link.
• If the connection is set, make the created account default.

In the Log (sys_log) table, you can track the operation processing:

1. Navigate to System Logs → Main Log.
2. Apply this filter: Source is Email Logger.
3. Open a record if needed.

In our example, we set up an IMAP email account. In the screenshot below:

1. IMAP authorization session has been set up.
2. After the successful authorization, the list of email IDs was called from the server.
3. The call was processed, and the list was received.

If connection fails, a warning message appears:

In this case, check logs to find the error cause. To perform this, navigate to System Logs → Main Log and make a log selection based on the criteria below:

• Source = Email Logger
  AND
  
• Level = Error

Use Condition Builder to build an appropriate filter. An example of the error record is given below:

Default email account

To start using the created email account, set your email accounts as default ones. The system will insert them automatically into every letter, incoming or outgoing.

To do this, complete the following steps:

1. Navigate to the System Mailboxes → Email Accounts.
2. Open the record you need.

3. Find the email account ID in the address bar (it is a long number sequence), and copy it to the clipboard. 

   

4. Navigate to the System Properties → System Properties.
5. Find the default.email.account.send property using the search box.
6. In the Value field, paste the email account ID from the clipboard.
7. Click Save or Save and Exit.

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