Editing ad hoc email settings

  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin.
  3. Click Email Channels.
  4. Click Adhoc Email.
  5. Specify this information:
    Enable Send/Reply Emails
    Set to Yes only when Email Channel integration has been fully configured. Work with your Infor project manager or account manager to obtain additional documentation to set up this integration
    Accept Emails for Closed Cases
    Set to Yes for inbound emails to be accepted after the case is closed. Set to No for inbound emails to be rejected.

    When inbound emails are rejected, the admin email address recipients receive the case closed error handling notification. If the email configuration includes carbon copying the sender, the sender is carbon copied.

    Admin Email Address
    Specify the email address of the administrative personnel who are responsible for receiving error notifications and handling email channel issues. You can specify a group mailbox address or one or more individual addresses.
    From Email Address
    Specify the email address from which error notification are sent. For example, CM_EmailChannel_Issues@acme.com.
    From Name
    Specify the sender name for error notifications. For example, specify CM Email Channel Issue. You can use the same value as the From Email Address.
    Purge data older than
    The interval by which processed original email data (successful and unsuccessful) are purged from the system database. The purge task deletes the processed original email data that is older than the selected interval.
    Email Template Rights
    Set to Yes the roles that have permission to add, edit, and delete email templates. The Email Templates button on the Send Email form is displayed only for users who have been granted access.
    Select from Case
    Select this option to enable service center users permission to attach files from their PCs to ad hoc emails. This attachment type is in addition to the files that you can attach from the case. When this feature is enabled, a service center user who creates an ad hoc email can upload files and attach these files, along with any files that are attached to the case, to the ad hoc email.