Email Settings
Use this page to configure email settings for your organization. For email campaigns, you must configure tracker URLs and specify the number of emails sent out in a batch.
In the Email Notification Options sub-panel, enter information for the following fields:
- From Name. Enter the name of the sender.
- From Address. Enter the sender's address.
- Notifications on? Select this option to send email notifications to users when a record is assigned to them.
- Send Notifications by default for new users? Select this option to send an email notification to new users when you create their record in the User Management page.
- Send Notifications from assigning user's email address? Select this option to send notifications from the email address of the user when responding to an assigned task.
- Save Outbound Raw Emails. Select Yes to preserve the email source in the database, or else select No.
- Mail Transfer Agent. From the drop-down list, select either Sendmail or SMTP as the Mail Transfer Agent for your outbound emails.
If you select SMTP, specify values for the following fields that display on the page:
- SMTP Server. Enter the SMTP mail server’s address.
- SMTP Port. Enter the mail server’s port number.
- Use SMTP Authentication? Select this option if the mail server requires authentication to send out the email; enter your username and password for the email account in the SMTP Username and the SMTP Password fields respectively.
- Enable SMTP over SSL. Select this option if you are using the POP3 protocol and the mail server requires SSL.
- Prefill Gmail Defaults. Click this link to add Gmail server's default values for SMTP. The system fills in the SMTP Server and SMTP Port fields with the Gmail server address and port number respectively.
In the User Email Defaults sub-panel, specify the following information:
- Compose email messages in this format. From the drop-down list, select either HTML format or Plain Text format.
- Compose email using this client. From the drop-down list, select either the SugarCRM mail client, which is the default, or an external mail client such as Microsoft Outlook.
- Compose email messages in this character set. Select the appropriate character set from the drop-down list. The default character set is ISO-8859-1.
- Delete related Notes & attachment files with deleted Emails. Select this box to delete notes and attachments that are related to the deleted emails.
In the Email Security Settings sub-panel, specify the following information:
- Preserve Raw Email Source. Select this option to preserve raw messages in the database but prevent unfiltered content through the Sugar User Interface.
- Toggle all options. Check this box to strip all the listed tags from inbound emails. To strip some of the listed tags, you can uncheck this box and then select individual tags.
- Select Outlook Default Minimum Security Precautions. Select this option if you do not want to strip the Style tag, which is used by Outlook.
To save your email settings, click Save; click Cancel to exit the page without saving your changes.