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Espo Email Clarified?

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  • Espo Email Clarified?

    First off - I LOVE this CRM - it's the only legit open source CRM with a sensible UI I can find. Lot's to love. With that said...

    I'm slowly getting email up and running - since this is the main reason for using any CRM from a sales perspective, I think a detailed explanation of how email works is in order. I understand that email servers can be a nightmare to work with and every host is different (looking at you Godaddy) - with that said, I do not understand why there are 3 different places to setup email in Espo.

    1) Email > Personal Email Account
    2) Administration > outbound email
    3) Preferences

    Why? Do all three need to be setup for one email address? I'm super confused by this design and lack of cogent explanation for it. Given how important this feature is, it should really be addressed.

  • #2
    Hi,

    1) Email > Personal Email Account -- for personal accounts.
    2) Administration > outbound email -- for system emails like notifications
    3) Preferences -- It's a legacy, when there were no personal email accounts is espocrm. If personal accounts are forbidden by roles, users still can setup their SMTP account.
    Last edited by yuri; 01-23-2018, 10:33 AM.

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