How to set up Case management email integration?

To integrate your email address with case management you should click on CRM settings from the settings page. Then in the appearing CRM settings Tab.
Then fill in the required fields:

  • Source Email address*
  • Email login name*
  • Email Password*
  • Confirm Password*
  • Email Account Type*
  • Incoming Mail Server*
  • Incoming Server Port:
  • Fetching Start Date

Auto-response settings:

  • Email Template
  • Default Assignee*
  • Default Resolver*
  • Weight
  • Resolver
  • Assignees

Unwanted Emails Filter.

  • If subject contains
  • Action

After completion of the fields, please click the Save and Add Another, Save and Close or Cancel button.