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Setting up incoming email is a two-step process. The first step is to set up your email box(es). Second, you'll need to enable the incoming email processor. The following is a step-by-step guide to help you set up incoming email in Spectra.
Note: To set up outgoing email, see the "Workstation Preferences - Email" topic in the "Spectra Maintenance" chapter.
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ATTENTION! It is recommended that email types and statuses be set up prior to setting up incoming email. |
Go to Maintenance > Communication > Email Boxes.
Click New.
Under General Information, complete the following:
Description - The name of the email box could be "sales" or "customer service" for example.
Assigned to Department [optional] - Choose a department that incoming emails for this box should be automatically assigned to.
Assigned to User [optional] - Choose a user that incoming emails for this box should be automatically assigned to.
Task Type [optional] - Select a task type if you have chosen to have Spectra auto-create tasks from emails.
Task Status [optional] - Select a task status for tasks that are auto-created.
Send Auto-Reply Email [optional] - Select an email that should be automatically sent in reply to incoming emails.
Exclude Emails Before [optional]
Under Connection Information, complete the following:
Enter your Incoming Email Settings.
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ATTENTION! Incoming email settings vary by provider. We are not able to provide or verify your specific settings. Please contact your email provider for your incoming email settings (i.e., your "POP3" settings). |
Select either POP3 or Exchange.
Enter Mail Server.
Enter Email Address.
Enter Domain (for exchange only).
Enter the User Name.
Enter the Email Password.
Check SPA and/or SSL.
Enter Port Number.
Click OK.
Open the Spectra Control Center.
Enable the Email Inbox Processor job.
Complete the Schedule settings, including start time, end time, how often to run, and which days to run.
Choose the Computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.
Enter an Email Address to receive notifications for successes and failures.
Click OK.
Exit the Control Center.
