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Emails

Important. Cron should be configured in your system to make email fetching work. You can find the information in your EspoCRM at Administration > Scheduled Jobs.

Overview

EspoCRM has an ability to monitor IMAP mailboxes. Email can be archived in two ways: Group Email Accounts and Personal Email Accounts. Group Inbound Accounts are intended for group mailboxes: the most common case is a support box. Personal Email Accounts are intended for users’ personal mailboxes.

As an email is coming the system tries to link it with the appropriate record (Accounts, Lead, Opportunity, Case). Users who follow that record will receive notification about a new email in the system, even if they are not in To or CC.

Group Email Accounts

Only administrator can setup Group Email Accounts. Group Email Accounts can be used for both receiving and sending emails. Sending emails from group accounts has been available since 4.9.0 version.

Teams field determines which teams incoming emails will be assigned to.

If the group email account has SMTP and it's checked as shared then an access will be controlled by Roles through Group Email Account permission. Teams field will be used if permission level is set to 'team'.

There is an ability to make the system send an auto-reply for incoming emails.

Email-to-Case

There is an option to make the system create cases from incoming group emails. This feature is intended for support teams. Cases can be distributed to users from a specified team according to these ways: direct assignment, round-robin and less-busy. Only the first email in the thread creates a new case. Every subsequent one will be linked to the existing case record and displayed in its Stream panel.

When users want to send a reply to the customer they need to make sure that the case is selected as a parent of the email that is being sent. It will make the customer reply to the group email address rather than to the user’s own.

Personal Email Accounts

Users can setup their own email accounts that need to be monitored. Emails > Top Right Dropdown Menu > Personal Email Accounts. Administrator also can manage users' email accounts.

Email Filters

These allow the filtering of incoming emails according to specified criteria. E.g. if you don't want notification messages sent by some application to be imported to EspoCRM you can create filter to make EspoCRM skip them.

Admin can create global filters, applied to all email accounts. Users can create filters for their own personal email account and for entire inbox.