INBOUND emails

The forwarding feature of Gmail accounts can be used for copying your received emails to your Pop2OpenCRM inbound email address. You will need to setup the forwarder on each of your Gmail accounts.

To setup a forwarder in Gmail do the following:

1) Click on the Settings icon

2) Click "Mail Settings"

3) Click "Forwarding and POP/IMAP" then click on "Add a forwarding address"

4) Type in your inbound Pop2OpenCRM email address and click "Next"

5) A verification code will be sent to the forwarding address, type in the code and click "Verify"

6) Select the radio button next to "Forward a copy of incoming mail to" and click "Save Changes" at the bottom of the page.

OUTBOUND Emails

You can also set up Gmail to use a third party SMTP mail relay to send emails - you can use an outbound mail relay to manage the copy (BCC) rule to use with Pop2OpenCRM.

1) Select the Settings COG and then the SETTINGS option from the drop down menu

2) Select the ACCOUNTS tab

3) Scroll down until you can see the 'Send Mail As' section > use the 'ADD Another email address that you own'

4) Add another email address by using the Gmail Wizard.  This Email address must not be associated with Gmail or Google Apps or else Google will not present you with the option to use your own customised SMTP service and will instead default to it's own settings.

5) Change the 'Specify a different "reply-to" address' to reflect the primary address you will be using (more of this later)

6) set up the details of your outbound SMTP relay (if this has been purchased through OpenCRM our support team will be able to help you with these details support@opencrm.co.uk)

7) Once this has been added successfully you will need to confirm the address using the email details that are sent out automatically as part of this stage.

Setting the DEFAULT account so that ALL emails are sent through this new SMTP relay account

1) On the settings > Accounts screen you can select the New Account you have just added and 'Make Default'

2) This will process all emails to be sent through this account and therefore they will go through your SMTP Relay that you have set up and if you have set up a BCC Rule on the outbound SMTP service your emails can then be copied across to the relevant mailbox.

Important : earlier in this FAQ we showed you how to set a DIFFERENT REPLY EMAIL address when setting up the new account. By specifying your Primary email address emails that are sent through this account will look like they have come from your Primary address and replies will be returned to your Primary address - failure to follow this step will result in emails being sent with your secondary (new) address details which is likely to be incorrect.

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