Visma Net
About system email accounts
In Visma Net, you can configure and manage system email accounts by using the System email accounts (SM204002) window.
You can create as many
accounts as you may need, each serving a different purpose, for instance, one account
for communications with your customer support department, and another account for sending
newsletters.
For each system email account, you specify the outgoing mail server, the
incoming mail server (optional), and the protocol to be used.
Also, you must specify ports,
login information for servers of both types, and the type of encrypted connection (if
required by the server).
For any system account, you can enable processing of incoming mail and select processing
options that define how emails received to the account should be processed, such as whether
to create a case for each email message or a new lead record (for details, see: About processing incoming mail).
Also, you can specify the types of attachments
that are permitted, if attachments are permitted at all.
You can allow the deletion of
processed emails or forbid it (if your organisation requires emails to be kept for a
particular period of time, for instance).
If needed, you can set up automatic confirmation
of received emails or automatic replies to unassigned emails.
To make it faster for users to select a system email account for sending emails in the
related windows, you can select one of the system accounts as the default system email account
by using the Email preferences (SM204001) window.
If a user has
access to system email accounts, the user can select one of these accounts as this user's
personal default email account by using the Email settings tab of the User settings (SM203010) window.
