Financial Services Creatio, lending edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Setting up an email account on the corporate domain

If you use corporate email domain, you will need to set up integration with the corporate email provider by the IMAP/SMTP or Exchange protocol and match domain names to corresponding email providers. This is performed by a system administrator.

To configure email account on a corporate domain:

1.Open the [Email] tab on the communication panel, then click btn_detail_menu00002.png and select [New email account]. As a result, the email account authentication window will open. This method of adding the account does not depend on the availability of configured accounts.

2.Enter email address and click the [Next] button. The email provider will be identified according to the domain name.

If the provider was not identified automatically, you will be able to specify it manually. As a result, the connection parameters of the new mail provider will appear in the [Email providers domains] lookup. Creatio will recognize the provider by the domain name when setting up new mailboxes.

Note

The mailbox with corporate domain address (for example, mycompany.com) can be serviced by a global email provider (for example, Yahoo or GMail). If you do not know which email provider to choose, verify this with your system administrator.

3.Enter a password and click [Sign in] button (Fig. 1).

Fig. 1 Singing in to an email account of a corporate provider

scr_chapter_imap_synchronisation_auth_custom.png 

As a result the email account with default parameters will be created. You will get a notification from which you can start downloading emails to the application o access the additional account settings (add signature or change mail download period).

See also

Setting up the Gmail account

Setting up an email account of a pre-configured provider

Email account individual settings

Integration with email services by the IMAP/SMTP protocol

Did you find this information useful?

How can we improve it?