E-mail

The administration of the e-mail module is pretty straight forward. You can setup multiple IMAP accounts for each user. There are however some advanced topics that we’ll describe here.

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E-mail module

The e-mail module supports:

Creating accounts

Only users with manage permissions for the e-mail module can create e-mail accounts. If you don’t have manage permissions then you can only edit your e-mail address, sender name and signature if you have one pre-configured.

Go to:

E-mail -> Administration -> Accounts

to view your accounts. You can double click one to edit it.

To setup a new account you need some information from your e-mail service provider. You need the following values:

  • Your e-mail address
  • The hostname of the incoming mail server (IMAP).
  • The port (usually 143)
  • Your username and password
  • Outgoing SMTP server hostname and port

With this information you can create an account easily. Go to:

E-mail -> Administration -> Accounts -> Add

After that fill in the e-mail address and name that should be associated with this account. If you are an administrator you can also set it up for another user by selecting it here. At last fill in the other values you got from your e-mail service provider. If you get a ‘certificate-failure’ error then tick the ‘Don’t validate certificate’ option.

Synchronize e-mail

You can synchronize your mail to your desktop or mobile device. Read more about connecting your device here.

Sharing e-mail accounts

If you want to edit the e-mail account permissions to share an account you must go to:

E-mail -> Administration -> Accounts -> Double click account -> Permissions

Here you can add the users and user groups you want to grant access.

Secretary

If you want a secretary who handles calendar invitations, you may need to share the e-mail accounts too. It’s important that you share the owner’s e-mail account instead of adding a duplicate mail account. Group-Office uses the e-mail account owner to find the right calendar to store the appointments in.

When you share an account there are three levels:

Level Extra privileges with manage permissions
Read User’s can only view messages
Read and delegate Users can view, mark messages as read and reply with their own account. The account owner will be cc’d automatically.
Manage The user has full access to the account

Creating e-mail signatures or templates

You can create multiple signatures with e-mail templates. Templates can be shared too. It’s easy to setup a default e-mail template for the whole organization. You can also include automatic data tags that will be replaced with data from the logged in user or recipient.

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E-mail template

To edit or create templates, go to:

My Account -> E-mail -> Templates.

Double click on a template or create a new one to edit it. If you drafted an HTML document in another program, make sure this HTML only contains inline style. Style sections in the head are not supported. You may need to use a tool to convert the head style to inline style such as this: http://inlinestyler.torchboxapps.com/

Images

When you insert an image make sure you don’t copy paste it from another template or web page. Always insert it through the insert image toolbar from the template editor. This way the image will be embedded into the HTML e-mail template and will automatically be sent along with your e-mail messages.

Choose the right signature feature

You can’t use this feature together with the plain text signature at E-mail -> Administration -> Accounts -> Double click account row. Either use the simple plain text signature here or the e-mail templates.

Changing the font

You can’t select a font in the template editor. The font is globally defined in config.php. The administrator can change the default font:

$config[‘$html_editor_font’]=”font-size:13px; font-family:Arial, Helvetica, sans-serif;”;

Template variables

You can use the following values in the document:

Note

Variables are typically wrapped in {..} signs but you may also use %..%. This is necessary when using variables inside HTML templates. For example <a href=”mailto:%user:email%”> only works with % signs.

Custom fields

You can use custom fields like this:

  • {project:databaseName}
  • {contact:databaseName}
  • {company:databaseName}
  • etc.

Common fields

  • {date} Current date
  • {filename} The filename of the document.

Fields of the logged in user

  • {user:displayName}
  • {user:email}
  • {user:username}
  • {user:*} Any contact field listed below can be used if this user has a profile (6.4+).
  • {usercompany:*} Any company field listed below can be used if this user has a profile (6.4+).

Fields of the contact

  • {contact:sirmadam} Sir or Madam depending on the gender.
  • {contact:salutation} The salutation
  • {contact:formatted_address} Get the full address formatted according to the country standards.
  • {contact:beginning} Dear sir / madam
  • {contact:first_name} First name
  • {contact:middle_name}
  • {contact:last_name}
  • {contact:initials}
  • {contact:title}
  • {contact:email}
  • {contact:email2}
  • {contact:email3}
  • {contact:home_phone}
  • {contact:fax}
  • {contact:cellular}
  • {contact:address}
  • {contact:address_no}
  • {contact:zip}
  • {contact:city}
  • {contact:state}
  • {contact:country}
  • {contact:department}
  • {contact:function}
  • {contact:work_phone}
  • {contact:work_fax}
  • {contact:homepage}

Fields of the contact

  • {company:formatted_address} Get the full address formatted according to the country standards.
  • {company:formatted_post_address} Get the full address formatted according to the country standards.
  • {company:mtime}
  • {company:ctime}
  • {company:crn} Company registration number
  • {company:iban}
  • {company:vat_no}
  • {company:bank_no}
  • {company:comment}
  • {company:homepage}
  • {company:email}
  • {company:fax}
  • {company:phone}
  • {company:post_zip}
  • {company:post_country}
  • {company:post_state}
  • {company:post_city}
  • {company:post_address_no}
  • {company:post_address}
  • {company:country}
  • {company:state}
  • {company:city}
  • {company:zip}
  • {company:address}
  • {company:address_no}
  • {company:name2}
  • {company:name}
  • {company:id}
  • {company:invoice_email}

Project fields

  • {project:name}
  • {project:customer}
  • {project:description}
  • {project:ctime} Creation time
  • {project:mtime} Modification time
  • {project:status}
  • {project:type}
  • {project:start_time}
  • {project:due_time}
  • {project:units_budget}
  • {project:responsibleUser:name} The manager

Example template for standard letter

{company:name} {company:formatted_address}

Date: {date} About: {filename}

{contact:salutation},

Best regards,

{user:displayName}

Filtering and out of office

With sieve support

To use advanced filter e-mails, your IMAP server must support ManageSieve and the Sieve e-mail filtering module must be installed and enabled for your account. Also check if the correct sieve port is set at the incoming mail advanced settings. The port is usually 4190 or 2000.

To edit or add e-mail filters go to:

E-mail -> administration -> Accounts -> Double click account row -> Filters

By default there are already a spam filter rule present.

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Filters window with sieve support

Edit a filter

Double click on a filter set (A new window opens)

In this window you can add criteria and desired actions for the filter.

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Edit filter rule

Spam filter

Most e-mail servers are setup with a spam filter. We use Spamassassin on our hosted services. Spam filters flag messages as spam but you need a mail filtering rule to do something with it. Group-Office creates one by default but if for some reason it isn’t there you can create it at:

E-mail -> Administration -> Account -> Filters.

Click on “Add” and match the settings like in this screenshot:

../_images/spam-filter-rule.png

Spam filter

Whitelist

It’s also possible to create a white list. Make sure this rule is sorted above the spam filter rule klike in the screenshot above.

Click on “Add” and match the settings like in this screenshot:

../_images/edit-sieve-rule.png

Whilelist filter rule

Out of office

Group-Office allows you to configure an out of office message easily. Go to:

E-mail -> Administration -> Accounts -> Double click your account -> Out office.

Select a period and configure a message and activate the filter.

../_images/out-of-office.png

Out of office

Without sieve support

When sieve is not supported. Group-Office will fallback on a simpler filtering system. It can only move incoming e-mails to specified folders based on the from, to or subject text.

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Filters window without sieve support