•Why do I receive an email notification that login/password is incorrect after mailbox registration?
•How do I set up a custom email provider?
•Why no emails can be received in Creatio after successful mailbox synchronization setup?
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•Why the outgoing emails are not imported to Creatio?
•I cannot see the [Email] detail in the [Contacts] section. Why?
Why do I receive an email notification that login/password is incorrect after mailbox registration?
Email server security settings sometimes block access to mailboxes from third-party applications. If you entered all information correctly during email account registration, but still received a notification about incorrect user name or password, do the following:
1.In the mailbox settings, enable IMAP access. Usually, email forwarding and working with POP/IMAP protocols settings are in a separate settings group.
2.In the email account security settings, enable access to your email account from third-party applications.
3.In most cases, the email server sends users an email about mailbox external connection attempt. In most cases, you can confirm the connection authenticity by following a special link from this email.
4.Repeat the mailbox registration procedure.
How do I set up a custom email provider?
To set up an email provider integration, you need to open ports 25 and 587 on the Creatio application server. On the email provider selection page, click the [Add provider] button, select the provider type and fill out all send/receive settings. Please see dedicated articles for detailed procedures for IMAP/SMTP and MS Exchange email provider setup.
Why no emails can be received in Creatio after successful mailbox synchronization setup?
This may occur if one of the following is the case:
1.An application required custom field was added to the “Activity” object.
To enable receiving emails, modify the field attributes, making it required on the page level, but not required in the “Activity” object.
2.Emails, received from an IMAP mail server have been downloaded to Creatio and then deleted, or they had been downloaded in any other email client earlier.
To receive the emails in the system, change the name of the lookup that was created based on the “EmailSynchronizedKey” object to any random name.
How to set up a shared mailbox?
Shared email accounts are used for emailing between the support team and the users. Shared mailbox setup is similar to individual mailbox setup in general, but has a number of additional steps.
Why the outgoing emails are not imported to Creatio?
You can set up import of all emails from your mailbox to Creatio. Alternatively, you can import emails from specific malibox folders only. Check your email account folder settings for email import.
If your mailbox security settings restrict access to certain mailbox folders for third-party applications, these folders will be unavailable for importing in Creatio. To permit access to these folders for third-party applications, modify your mailbox security settings.
Also, in some cases, outgoing emails may not import from MS Outlook, because not all email servers support saving emails sent from third-party applications.
Why do I receive the “Error sending email, please contact system administrator” message when trying to send emails?
This error may be the result of the following:
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Sending emails is restricted on the provider level;
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No connection to SMTP server;
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One of the following ports is closed on the SMTP server: 25, 465, 587.
Contact your system administrator to determine the exact cause of the error and correct it.
I cannot see the [Email] detail in the [Contacts] section. Why?
The [Email] detail is not displayed for contacts who have the “Employee” value specified in the [Type] field, and the “Our company” value specified in the account profile. Use Creatio development tools to modify this logic.
