E-Mail Accounts

In the contacts detail view, the entire email correspondence with the customer or supplier can be displayed in the E-Mail correspondence tab.

To retrieve messages, the email accounts must be configured in the program settings.

In addition, a scheduler action must be created for regular automatic retrieval.

Configuring email accounts

The program can store any number of email accounts for which incoming and outgoing messages are to be monitored.

A new account is added using the icon .

An existing account can be deleted using the icon .

Double-clicking on a created account opens the configuration of this account.

Email accounts configured for automatic retrieval

The following details must be provided for each email account:

Host	Text field	Enter the hostname of the email provider here.
Active	Checkbox	If the checkbox is activated, the account will be included in message retrieval.
Login	Text field	Login name (usually the email address) of the email account.
SSL	Checkbox	If message retrieval requires encrypted data transmission (SSL/TLS), this checkbox must be activated.
Password	Text field	Email account password
private	Checkbox

To import the emails, you must select the mailbox directories to be included.

The button displays a list of available directories from which a desired directory can be selected.

Alternatively, the name of the folder can be entered in the “Entry” text field. This is then adopted using the button .

The selected directories appear in a list view, where they can be marked as inbox or outbox and (de)activated.

A directory can be removed from the configuration using the button .

Messages from certain recipients and/or senders can be excluded from import.

To do this, the individual corresponding email addresses are entered in the respective text field and added to the exclusion list using the button .

In the exclusion list, the corresponding checkboxes determine whether the exclusion of the respective sender or recipient is active or not.

Using the button , entries from one exclusion list can be transferred to the other.

The button deletes individual marked entries from the list.

Configuring an email account

For regular automatic retrieval of messages, a script is created for the “Scheduler” module, which calls the corresponding method.

Mail_Import
public void Mail_Import(out bool bError, out string sResult, out string sDescription) { ingenious.net.Moduls.MailImport.Importer.Import(out bError, out sResult, out sDescription); }

Scheduler script for retrieving emails

A new action is then created in the scheduler.

This script is selected as the method to be executed.

The retrieval schedule can be configured as desired.

Scheduler action to retrieve emails

A retrieved email is saved to the contact whose stored email address matches the sender or recipient address.

The retrieved emails can be viewed in the detailed view of the contacts under the Email correspondence tab.

E-mail correspondence with a customer