Setting Email options

Use the Email Setup tab to configure the host SMTP email server for automation email notifications and Send to CRM options for attachments and domain exclusions.

To set email options:

  1. Click Administration on the navigation bar.
  2. Click Office Profiles. The Office Profiles list view is displayed.
    Note: You can use the Lookup to locate an office profile.
  3. Click the company name. The Office Profile detail view is displayed.
  4. Click the Email Setup tab.
  5. Set From Email options:
    1. Specify the email address in the From Email Address field, the CRM Workflow automated email notifications and mail merges output to Email are sent from this email address.
    2. Specify the password for the email account that can be the From Email Address in From Email Password field automated email notifications and mail merges output to Email.
    3. Retype the specified password in the Confirm Password field.
    4. Specify the host SMTP email server name and domain for the From Email Address account in SMTP Email Server.
    5. Specify the host SMTP port address in the SMTP Port field. Standard ports are 25 or 587. A secured SSL port is typically 465.
  6. Select how attachments are saved with a history record when using Send to CRM.
    Save attachments as individual files (Recommended)
    Attachments to e-mail are saved as individual files on the Attachments tab for the e-mail activity record (in History). If the user answers “Yes” to the prompt which asks if the user would like to save attachments to the account or contact that is associated to the e-mail, the individual files are saved as attachments.
    Save attachments with e-mail message (MSG format)
    The e-mail is attached as an MSG file to the history record. If the user answers “Yes” to the prompt which asks if the user would like to save attachments to the account or contact that is associated to the e-mail, the MSG file is saved as an attachment.
    Note: Attachments are saved using the specified method. If you switch to another method later, previous attachments are not converted to the new method.
  7. Configure Internet domains that should be excluded from some of the features of Advanced Outlook Integration.
    1. Click the Add Domain icon.
    2. Type the domain name to exclude in the Insert Domains dialog box. Use the format infor.com or employee@infor.com.
      Note: Domain exclusion settings are case-sensitive.
    3. Click OK.
    4. Click the Select next to the domain exclusion you want to delete to remove a domain exclusion, click the Delete Domain icon, and then click OK to confirm the deletion.
    Note: When you exclude a domain:
    • Users in the domain are excluded from the operation of Send SLX. Therefore, e-mail messages are not recorded to Infor CRM SLX history for users in that domain.
    • E-mail messages from users in the domain do not contain the standard “Flag for Follow up.” For contacts that are found in Infor CRM SLX, but are not part of the excluded domain, e-mail messages from that contact are marked for follow up.
  8. Click the Save icon.
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