Vtiger Email Setup

In vTiger you have the possibility to receive emails at the CRM directly. Before you can receive any email at your CRM you must have setup the access to your receiving email server. The condition is that an user possesses an entrance to an email server outside of the CRM system.

To configure the access to the receiving mail server click on My Home Page -> Emails menu at the navigation area. You do not need administrative privileges for this operation. The email client menu opens, as shown here:

Incoming mail server configuration

Click on the [Settings] icon to open the incoming email server configuration menu.

You have to enter all configuration data as described below.

Email ID

• Display Name - You should give each mail server an unique name. This name will be displayed at the mail server account list.
• Email - You must enter the email address you use at your receiving mail server. Please use the full email address: username@yourdomain.com Where username is the username of your actual email account and yourdomain.com is your domain name.

Mail Server Settings

• Mail Server Name or IP - You must enter the address of your mail server. You may use a name or the IP address. You should use mail.yourdomain.com
• User Name & Password - You must enter the user name and the password you use to access the mail server.
• Mail Protocol - At the current release only IMAP as your email protocol is supported and fully functional. The POP protocol will be available in the future.
• SSL Options - You must select whether you communicate with your email server encrypted or not. Please DO not use this option and select No TLS.
• Certificate Validations - If you use encryption to access the mail server you should select whether the certificate is validated. Please select Do Not Validate SSL Cert.
• Use Internal Mailer - If configured by your service provider you might use the internal mailer to send emails.
• Refresh Timeout - You may change the refresh rate.
• Emails per page - You may select the number of emails (webmails) you want to display at a single page.

Outgoing mail server configuration

If you would like to send emails from the CRM system or if you would like to receive notifications you must configure the Outgoing Mail server. To do so, please, click the [Edit] button at the Outgoing Server menu to enter your mail server configuration

• Server name - Use mail.yourdomain.com where yourdomain.com is the actual domain name.
• Enter the correct login details
• Check the box Requires Authentication.

Well done! You have successfully configured your vTiger email settings!