You can sync your email account with ERPNext to send and receive emails from ERPNext. Creating a reminder task is as easy as clicking a button. You can set a specific follow-up task in two clicks on either emails or contacts, and receive a reminder after a certain amount of time if you haven't received a reply. You can manage multiple incoming and outgoing Email Accounts in ERPNext. The Mailbutler Tasks feature lets you set up hassle-free reminders on to-dos right within your inbox. There has to be at least one default outgoing account and one default incoming account. If you are on the ERPNext cloud, the default outgoing email is set by us. Prerequisitesīefore creating an Email Account, you need an Email Domain. Enter the email address with the domain.Go to the Email Account list, click on New.However, you can skip creating an Email Domain if you're using one of the services listed here. You don't need to create a domain if you're syncing an email from certain providers as listed here.ĭomains need to be created in order to create an email account. Pricing: 9.99 per user/ per month, billed annually (They also offer a free 14-day trial. If the credentials are correct, the email account will be synced. Use Different Email Login ID: To use an alternative email login and password to access this account.2.1 Additional options when creating an Email Account Note: For some services like Gmail, you may need to turn on the settings to allow less secure apps. scroll down and click on 'Go to Untitled project (unsafe)' press that Allow button. Awaiting password: If you're creating this account on behalf of someone and the password is unknown, tick this checkbox.For example, if you have and you want users to access this email with an alternate email ID, they should tick this checkbox. ![]() Use ASCII encoding for password: Ticking this will use ASCII encoding for the password.ģ.When the other user logs in, they'll be prompted to enter the password. Configuration of the Email Account 3.1 Default Email AccountsĮRPNext will create templates for a bunch of email accounts by default. It’s not always clear who is completing which tasks within a shared mailbox, regardless. ![]() Support pros can accidentally send out multiple messages to customers or unintentionally drop the ball. To enable them, you must set valid email account details. 0 Comments If these hiccups starts to happen, you may want to think about investing in shared inbox software.
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