IMAP: Difference between revisions

Latest revision as of 14:31, 1 October 2024

You can connect your IMAP email to MobileX and search based on the email, view the email and file the email against a give entity.

Note: If you enable Gmail IMAP access you can use this too

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

Click the "Connect to IMAP" button

You are prompted for your email address.

Enter in your email address.

If its your first time registering you will see the

If you have previously registered an email will be sent with a token

Open your email

and copy and paste the token in

Then you will be presented with a screen and you click "Open"

To use the system then see

Requirments & Troubleshoot

You need to white list the following IP addresses on your mail server

142.93.240.140

And

24.144.66.94

@@ Line 1: / Line 1: @@
-dddd
+You can connect your IMAP email to MobileX and search based on the email, view the email and file the email against a give entity.
+Note: If you enable '''Gmail IMAP''' access you can use this too
+To connect or access your email click on the "Inbox" icon in the bottom right of the screen.
+[[File:Sage CRM email inbox.png]]
+Click the "Connect to IMAP" button
+[[File:Sage_CRM_imap.png]]
+You are prompted for your email address.
+[[File:Sage_CRM_email.png]]
+Enter in your email address.
+If its your first time registering you will see the
+[[File:Sage_CRM_imap_register.png]]
+If you have previously registered an email will be sent with a token
+Open your email
+[[File:sample_email.png]]
+and copy and paste the token in
+[[File:confirm_token.png]]
+Then you will be presented with a screen and you click "Open"
+[[File:select_email.png]]
+To use the system then see
+https://mobilex.crmtogether.com/index.php?title=Using_Email
+----
+'''Requirments & Troubleshoot'''
+You need to white list the following IP addresses on your mail server
+.93.240.140
+And
+.144.66.94