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SuiteCRM


1Delete default data in sales - contacts, accounts, opportunities, leads etc.
2

User profile/ add users as needed

  • update user name 
  • update time zone "America/Los Angeles"  GMT-7




2

Configure default outgoing email in admin panel - admin/email

  • smtp.ionos.com
  • port: 465
  • Enable: SSL
  • Use SMTP Authentication - check yes
  • Users may send as this account's identity - check yes
3

Configure inbound accounts in admin/inbound email for every user that will use email in the system.

  • Create New personal email, name the record as ".... INBOUND"
  • Auth type: Basic Auth
  • Mail Servicer Adress: imap.ionos.com
  • protocol: IMAP
  • Use SSL - check yes
  • User Name - enter email address.
  • Password - enter email password
  • Monitored folders - select inbox
  • Trash - select trash
  • Sent - select Sent

 

4

Create email Outbound Account for every user that will use email in the system that will sync with personal email, (if not configured, users may choose to send email from the system email)

  • User same SMTP config as system email
  • Complete the "outbound configuration" before using the test button.

 

5Connect out-bout email to inbound email record in admin/personal email account - complete for all users that will be able to email from CRM.
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