Email list Not all email file formats are available to upload to the system. When collecting emails from the Gmail mailbox, there may be connection problems due to the service's security policy. We therefore recommend that you create a second email mailbox. false W3sidGl0bGUiOiJTYWxlcyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvIn0seyJ0aXRsZSI6IkN1c3RvbWVycyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvY2xpZW50cy8ifSx7InRpdGxlIjoiQ29tbXVuaWNhdGlvbnMiLCJ1cmwiOiIvdXNlcnMvb3BlcmF0aW5nLWFjdGl2aXR5L2NsaWVudHMvY2xpZW50LWNvbW11bmljYXRpb25zLyJ9XQ== Sales /users/operating-activity/ ["users","Sales"] ["users","Sales","Customers"] users

Email list

Not all email file formats are available to upload to the system. When collecting emails from the Gmail mailbox, there may be connection problems due to the service's security policy. We therefore recommend that you create a second email mailbox.

Note

In the demo version, the uploading of incoming emails is not available.

Various filters can be applied to the list of emails, similar to the filters of the list of orders or customers .

The line of the email allows you to open the profile of the customer to whom the email belongs, and also to view the customer’s orders.

To open the email itself, you need to click on its subject.

If the incoming email has not yet been read, the corresponding marker will be displayed on the left, highlighting the subject of the email. It’s possible to filter unread incoming emails in the “Inbox” field.

A paper clip icon is displayed next to the subject line if the message contains an attachment.

Note

If the setting for uploading incoming emails is active and the uploading was successful, the letters are marked as read.

Which file formats are available for uploading?

If the file format is not supported, a message will appear stating that the file uploading has been skipped.

File formats available for uploading to the system:

image/jpeg
image/heic
image/png
image/gif
image/svg+xml
text/txt
text/plain
text/html
text/webviewhtml
text/x-server-parsed-html
application/xhtml+xml
application/pdf
application/rtf
application/vnd.ms-office
application/msword
application/vnd.ms-excel
application/vnd.ms-excel.12
application/vnd.ms-powerpoint
application/vnd.openxmlformats-officedocument.wordprocessingml.document
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
application/vnd.openxmlformats-officedocument.presentationml.presentation
application/vnd.openxmlformats-officedocument.presentationml.slideshow
application/vnd.oasis.opendocument.text
application/vnd.oasis.opendocument.graphics
application/vnd.oasis.opendocument.presentation
application/vnd.oasis.opendocument.spreadsheet
application/vnd.oasis.opendocument.chart
application/vnd.oasis.opendocument.formula
application/vnd.oasis.opendocument.database
application/pcx
application/x-pcx
image/pcx
image/x-pc-paintbrush
image/x-pcx
zz-application/zz-winassoc-pcx

How to set up the uploading of incoming emails from Gmail

When collecting emails from the Gmail mailbox, there may be connection problems due to the service’s security policy. It is recommended that you create a second email account specially for the system and set up message forwarding in Gmail.

To do this, enter the required email address in the settings (“Forwarding and POP / IMAP” tab, “Add forwarding address” button).

Filters are available for additional settings.

Important!

There is an alternative option for configuring incoming emails on Gmail, however it directly affects security and account access.

So, when working with Gmail,permission for an insecure connectionis set - https://www.google.com/settings/security/lesssecureapps.

If you log into the mail from a different IP addresses, a security code periodically appears, which is unblocked if you follow the link https://accounts.google.com/b/0/DisplayUnlockCaptcha.

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