Mailboxes
Mailboxes
Table of Contents
The reason behind adding this new functionality was to have access to all emails sent out from/to the Sales Panel Message of the section ‘Requests/Quotes’, in folders of the user’s email mailbox (Inbox/Outbox). Now it is also possible to use this feature in OPS while using the Multi-leg Requests module and sending other OPS requests (it doesn’t apply to Handling Requests).
Setting up
In the section Settings, we have added a new panel Mailboxes. Enter this panel and click at the bottom of the page - a new window will show up for ‘Mailbox’ configuration, which needs to be filled in with details, such as:
Mailbox name - it‘s simply the name of the mailbox, by which you will identify that in the system.
E-mail - the address of the mailbox.
Authorization - allows to select the authorization method: Basic, Google Workspace, Office365 or Office365 Shared.
Keep copies of messages on Leon servers - option to store copies of messages on Leon servers. The message in the tab ’Messages’ has to be read (opened) and once it is, Leon uploads it to the servers. This way, the message doesn’t disappear from Leon when it is deleted from the inbox.
Use IMAP - This will allow the inclusion (checkbox ticked) or exclusion (unticked) of IMAP from the mailbox settings. If the IMAP is excluded, Leon will still send the messages; however, the reply will not be visible in Leon
Send emails carbon copy (CC) to this mailbox - This feature allows you to send copies of the messages to the mailbox itself, as a CC, so you can have them in your mailbox even if you don’t use IMAP synchronization
Suspended - the mailbox can be suspended automatically in case of a connection error between Leon and the mailbox servers. One of the possible reasons can be incorrect configuration, a change of credentials, etc. If the mailbox is suspended automatically, Leon will try to reactivate it automatically once per hour. If it doesn’t succeed, please verify the settings, untick the “suspended” checkbox, load folders and save the configuration
Basic authorization
To use the basic authorization method, enter SMTP and IMAP details.
SMTP configuration - SMTP host, SMTP port, Username, Password & Protocol. This setting is required to allow Leon to send messages using your email address
IMAP configuration - same as above, however, IMAP is not required unless you want to have your inbox (replies to your messages sent from Leon) to be visible in Leon as well
Gmail with 2-Step Verification
If you have 2-Step Verification enabled on your Gmail account, please use App Password to configure your mailbox in Leon, or use the Google Workspace method.
Office 365
If you use Office 365, it is recommended to authorize using the Office 365 method. If you want to use Basic Authorization and you are unable to configure the mailbox in Leon this way, please contact your Office 365 administrator to confirm that Basic Authentication and SMTP AUTH are enabled.
If you use two-step verification with Office 365, you will also need the App Password to configure your mailbox in Leon.
Office 365 Shared Mailboxes
If you use Office 365 shared mailbox, it is recommended to use the Office 365 Shared method. For basic authorization, the username is a combination of your username and shared mailbox alias. For example:
Your username: personal@testaddress.aero
Shared mailbox alias: shared
Shared mailbox username: personal@testaddress.aero\shared or personal@testaddress.aero\shared@testaddress.aero
Google Workspace / Office 365
In this method, after clicking button, you will be redirected to Google Workspace or Office 365 (depending on the method selected), where you can log in to the e-mail selected and authorize Leon to access your mailbox.
Office 365 Shared
In this method, in the Authorization E-mail text box, you need to enter an email address which is used to access the shared mailbox. After clicking button, you will be redirected to Google Workspace, where you can authorize Leon to access your shared mailbox.
Sending an e-mail using a mailbox
If an email address added to a field Reply to defined in Email Templates is the same as the one defined in Mailboxes panel, emails will be sent using that mailbox.