How to use SugarCRM

Mail features in SugarCRM have some sophisticated options. On one hand you can send emails from your account at SugarCRM provided you've specified the right settings. If you haven't done that already, a red link will appear:

Warning: Your email settings are not configured to send email. Edit My Settings

Click on "Edit My Settings". On the new page find E-mail Options. In the general case your settings should look like this:

The new fields will open when you choose to use SMTP as Mail Transport Agent and check the box next to Authentication SMTP Username. You can use your mail account at Siteground for sending mails so just specify the corresponding values. At the end click Save. Now you'll be able to send mails right from SugarCRM.

Inbound Email Setup

Next we'll take a look at the incoming mail options. For this purpose please navigate to your Admin section (Admin link up right). Then go to Inbound Email link at the bottom and choose Manage Mailboxes. You have 2 settings for editing. The first one is - Monitor new mailbox.

Specify the above settings in the first box corresponding to your account. You can leave the middle box untouched. The bottom box is quite interesting. You can choose from the possible actions what to do with the incoming mails. There is also a possibility to assign the received mails to a group. Please explore all possibilities and choose the appropriate for you.

Please, find more information about email settings at the Email tutorial.

Those were among the most important features we've covered. As we've mentioned working with the application is intended to be intuitive and user friendly. It might be useful to have your first installation populated with sample data (refer to the Clean installation at the beginning of the tutorial), so you can explore all features with sample values.

Please, feel free to contact us if you have any questions or recommendations about this tutorial at: tutorials 'at' siteground.com