Integrating Emails in ERPNext

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anandpdoshi edited this page Feb 22, 2013 · 2 revisions

Rough Draft

ERPNext can pull following types of emails:

Support
Sales
Job

Support Emails

Go to Setup > Email Settings
Setup appropriate Incoming Email Settings
Check Sync Support Mails
Save
After some time, emails should appear in Support > Support Ticket

Sales Emails

Go to Setup > Sales Email Settings
Setup appropriate POP3 Email Settings
Check Extract Emails
Save
After some time, emails should appear in Selling > Lead as a communication thread for that Lead

Job Applications

Go to Setup > Jobs Email Settings
Setup appropriate POP3 Email Settings
Check Extract Emails
Save
After some time, emails should appear in HR > Job Applicant as a communication thread for that Job Applicant