System box settings

System email box enables to send system emails for system users. In order to configure system box, take these steps.

1. In the modules menu, select Setup.
2. Then click on the Settings in the bottom of the page.
3. In the settings menu, select Email.
4. Here specify if you will be using your account system email address (youraccountname@hannacrm.app) or company email.

5. If you have chosen to use the system email address, specify the reply-to email address that will receive responses to the systemic email.

6. Enter the email signature, header and footer information and save settings.

7. If you have selected to use the company email, enter the email address and save settings.

8. After the save, you will see the email settings that should be forwarded to your email domain administrator.

9. When the administrator enter and approve the settings and all options will be with status Verified, the company email will be activated.

10. Select whether to use the staff signature in system emails.

11. To test the mailing, use the field Send Test Email. Enter your email address, that will receive the email that the mailing runs smoothly.

12. In Email synchronization tab, you can adjust the email scan settings:

• Sync clients - if sent/received email is related to the existing contact, then the letter will be displayed in the contact card;
• Sync leads - if sent/received email is related to the existing lead, then the letter will be displayed in the lead card;
• Sync projects - if email subject matches the project title (for example, #15), then the letter will be displayed in the project card in the tab Emails;
• Save attachments - when this option is on, the system will save the attachments in received emails. Specify the allowed attachment files formats.
• Display files in the Contact files section as well - the attached files and images will be also saved in the contact card;
• Automatic creation of contact persons to contacts when mail is recognized by domain - if the received letter email domain matches with the domain of the already existing contact, the system will automatically create a new contact person.