The Email Integration feature will allow you to link your business email account to Dragon2000 Portal. Emails sent from, or to that email account, that match an email address on a contact within your Dragon2000 Portal, will be automatically stored against the contact record.
How it Works
The integration will look at the Inbox folder and the Sent folder by default. Additional folders can be added to the integration, and if required, the inbox and send folders can be disabled.
The following email account types can be supported:
- Exchange – Outlook, Exchange or Hotmail Accounts
- Gmail – Gmail / Google Mail Accounts
- Dragon2000 Hosted
- Other – Any other email account provider
Where the emails show in Dragon2000 Portal
To view the emails in a contact record, go to the Transactions/Activity tab and in the Activity section, emails sent to or received from the customer will be listed in date order.
Hover over the email details to view the whole email.
Setting up an Email Account
Go to Settings > System Settings > Email Integration and click Add New.
Enter the email address and select the account type.
If your Account Type is not Exchange, Gmail or Dragon2000 hosted then select Other.
You will need enter the Incoming and Outgoing Host details and the Incoming and Outgoing Port details – your email provider will be able to give you these details.
Attach to – this can be left blank if you are adding a generic business email address. Email address with no attached user can be used by all users to send emails directly from Dragon2000 Portal.
If you attach a user to an email address only that user can send emails directly from Dragon2000 Portal using that email address.
Once you have clicked Save, you will be prompted to authorise the email account which will take you to the Microsoft login screen:
NOTE: Upon logging in, you may find that your system administrator has put restrictions on your account. You will need to contact them to grant permission to complete the email integration setup.
Once all authorisation has been given, you will be taken to a page advising that the email integration connection was successful.
Close this window and return to your Portal and the Email Integration settings. Click on Refresh to see the new account that you have setup.
Adding Email Signature
Double click on the email address to view the Edit Email Integration screen.
Add the email signature, images can be added using the insert image option.
Click Save.
