Email Settings
Use this page to configure email settings for your organization. For email campaigns, you must configure tracker URLs and specify the number of emails sent out in a batch.
In the Email Notification Options sub-panel, enter information for the following fields:
- From Name. Enter the name of the sender.
- From Address. Enter the sender's address.
- Notifications on? Select this option to send email notifications to users when a record is assigned to them.
- Send Notifications by default for new users? Select this option to send an email notification to new users when you create their record in the User Management page.
- Send Notifications from assigning user's email address? Select this option to send notifications from the email address of the user when responding to an assigned task.
- Mail Transfer Agent. From the drop-down list, select the Mail Transfer Agent for your outbound emails. You can select either Sendmail or SMTP.
In the User Email Defaults sub-panel, specify the following information:
- Compose email messages in this format. From the drop-down list, select either HTML format or Plain Text format.
- Compose email using this client. From the drop-down list, select either the SugarCRM mail client, which is the default, or an external mail client such as Microsoft Outlook.
- Compose email messages in this character set. Select the appropriate character set from the drop-down list. The default character set is ISO-8859-1.
- Delete related Notes & attachment files with deleted Emails. Select this box to delete notes and attachments that are related to the deleted emails.
In the Outbound Email Options sub-panel, specify the following information:
- Save Outbound Raw Emails. If you want to save copies of outbound emails in the Sugar database, select Yes. If not, select No.
- Number of emails sent per batch. Enter the number of campaign emails you want to send out every batch.
- Location of the campaign tracking files. Select either Default or User Defined. If you select Default, the system uses the value specified for the site_url parameter in the config.php file. If you select User Defined, you will need to specify the value in the field below.
- Keep copies of campaign messages. To save a copy of the campaign email that was sent to each target in the Sugar database, select Yes. To store only one campaign email in the Sugar database and map it to all the campaign targets, select No.
In the Email Security Settings sub-panel, specify the following information:
- Preserve raw email source. Select this option if you want to preserve the email source in the database without stripping the selected tags.
- Toggle all options. Check this box to strip all the listed tags from inbound emails. To strip some of the listed tags, you can uncheck this box and then select individual tags.
- Outlook Defaults. Select this option if you do not want to strip the Style tag, which is used by Outlook.
To save your email settings, click Save; click Cancel to exit the page without saving your changes.