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How do I start using the SuperOffice Inbox?
To start using SuperOffice Inbox for reading, sending and archiving emails directly from SuperOffice CRM, please follow the steps below:
Step 1. Confirm that your e-mail account has met prerequisites
Step 2. Set up SuperOffice as preferred email client
Step 3. Configure SuperOffice Inbox with your email account details
Step 1. Confirm that your e-mail account has met prerequisites
To be able to use an email with SuperOffice Inbox the IMAP protocol has to be enabled on the account/mailbox. Please use the resources below if you use Gmail or Office 365 e-mail.
Please check this article for other SuperOffice requirements.
Step 2. Set up SuperOffice as preferred email client
When you log into SuperOffice CRM for the first time, the Web Tools installation dialog appears. There you can select which email client should be the default one.
If you haven't selected that SuperOffice should be the default email client before, please follow these steps:
Step 3. Configure SuperOffice Inbox with your email account's details
Click the Inbox (1) button in the navigator. Enter the login form the email address (2) you want to configure with the SuperOffice inbox and the password (3) to access this email account and click Save (4).
If SuperOffice recognizes the e-mail provider (such as Gmail), the server settings will be set up automatically and the inbox will load. If not, the more settings screen will be displayed and you must fill in the required fields.
To make sure your emails are imported to SuperOffice Inbox please fill in:
To make sure you can send out emails from SuperOffice Inbox please fill in:
Then click on Login.
Note!
If you want to change your e-mail account, please follow the steps below:
Please follow this FAQ, if you use SuperOffice Onsite 8 or any previous version. |