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SugarCRM® For Dummies® by Karen S. Fredricks

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Chapter 12. Adding Sugar to Your E-mail

In This Chapter

  • Choosing your e-mail preferences

  • Working with your contacts' e-mail addresses

  • Sending e-mail

In this chapter, I show you how to configure Sugar so that you can send e-mail to an individual contact in your database, or to a selected group of contacts as part of a campaign. You also discover how easy it is to create e-mail templates to make your life even sweeter.

Getting Started with Sugar E-mail

An e-mail system consists of two separate but equal components: sending e-mail and receiving e-mail. Prior to sending e-mail from Sugar, you'll need to set up at least one outgoing e-mail account. However, with incoming e-mail, you have a few more options available to you:

  • Continue to use your existing e-mail client.

  • Configure Sugar's e-mail module.

  • Use a plug-in to integrate Sugar and your existing e-mail client.

You must configure the following areas in order to use any of Sugar's e-mail capabilities:

  • Mail accounts: You must set up at least one e-mail account in Sugar to be able to send e-mail. Additionally, you need to set up an e-mail account for every external e-mail account that you want to access through Sugar.

  • General settings: These are your e-mail preferences, such as your page layout. General settings apply to all of your e-mail accounts, but users can change these default settings.

  • Folders: You can create folders to help keep your incoming e-mail organized.

Setting up outbound e-mail accounts

The administrator must create an e-mail account ...

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