Multiple viewers of the same emails

[cpalacios]

Hi there,

I have installed Open Source SugarCRM. I have also created several users. One user logged into their account and retrieved emails from an outside POP3 account. When I set up their account, I checked on the feature to leave emails on the server. This, I assume, would allow other users to view the same emails. I have another user that logged into their account and got no emails from that same POP3 email account. How do I allow several users to view the same emails and to see to whom they have been assigned to. I don't want to have a single user check the emails and then decide who should be assigned the bug or case.

Thanks in advance!
Christian

[sugarchris]

You should look into setting up a Group Inbox (via Admin->Inbound Email) for group work.

When Sugar imports emails, I grab the message ID with the email. In order to prevent POP3 from hosing your system on every mail check, I dupe check each against IDs already in Sugar. Thus, if one person has checked their email, and another user checks the same account, it will only find duplicates and not import anything.

[cpalacios]

Thank you for the suggestion.

I have the open source version of SugarCRM. Where under "Inbound Email" do I create a group inbox?

Thanks!
Christian

[sugarchris]

Group inboxes are setup via the Admin section. Scroll down the Email section, and on the left should be "Inbound Email". Fill the necessaries and new email will show up in the Group Inbox view of the Emails tab/module.

[cpalacios]

Thanks again!

I know see where you were telling me to go. Now I have another question. When you enter all the details it says to assign to a group. Is that what I need to do so everyone in one group can see the emails? If so, how do I assign each person to a specific group?

Thanks!
Christian