Email Management Options

Multiple email control features of BrowserCRM permit many options in managing your business or other activities. These features include on / off for Action Required, Checked Out, Hide, Alert, Seen, New, etc. Finding the optimum solution for your operations can be challenging. However, these features permit efficient work integration of many users in multiple locations.

Mail

Usability reminders and hints.

One of the most powerful components of BrowserCRM is the integration of email into CRM. Here are some tips that may or may not be obvious.

Issue rendering an email or attachments

  • If a particular email does not render properly click the “Settings” drop down and then “Download Source” to view the email in a desktop mail client.

BrowserCRM can't connect to my POP mailbox. How can I test this issue?

Use telnet to check that you can reach and login to your mailbox.

See http://support.microsoft.com/kb/187785

How do I connect BrowserCRM Mail to my Exchange server

My mail will not download an attachment bigger than 10MB (or 2MB). How do I fix this?

This can especially happen if your PHP settings are set low. You need to check the PHP parameters memory_limit and max_execution_time.

See Configure PHP

My POP mail will no longer download. What's up?

What can happen is that your POP mailbox fills up with many emails or one very large one and BrowserCRM then times out while trying to fetch the mail.

This can especially happen if your PHP settings are set low relative to the size of emails you are receiving.

You need to check the PHP parameters memory_limit and max_execution_time.

See Configure PHP

To clear a large mail from your POP mailbox, you may to log in to your POP email box with an alternate email client such as Outlook or your hosts webmail and download your large email.

BrowserCRM email with GMail Professional Front and Back End

BrowserCRM is excellent at matching emails to records, sorting emails, and running all aspects of email for an organization.

Using GMail on the front end can keep 25 gigabytes of searchable email copy for each person in your organization. GMail also has superior filters and screens for incoming junk mail and it can serve as a backup. Just establish automatic forwarding for all accounts.

An automatic BrowserCRM BCC for all email accounts to an archive GMail account will keep 25 gigabytes of searchable archive on combined email from your organization.

This is a low cost yet workable supplement to BrowserCRM.

User identified features and best practices from other software programs for BrowserCRM consideration.

- 2nd copy of “Send”, “Save” and other commonly used buttons at the top of the page from many programs.

- Email “Resend” with additional message from Outlook - In business and other applications when the diary date arrives the best way to follow-up is to resend the first email preceded by a comment. It also helps when an attachment is forgotten on the first send and the email needs to be redistributed.

- Email reply “Re” counting feature in Goldmine

- Subject line relabeling in uReach (old label remains also)

Attaching a large file to an email is failing. How do I resolve this?

PHP has a setting called upload_max_filesize which limits the size of file you can upload. Configure PHP to change this setting.

 
administrating_mail.txt · Last modified: 2008/11/04 17:50 by 203.97.251.85
 
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