In MicroBizz it is possible to import emails automatically from another software.
To do so, you need to create an account corresponding to the Microbizz-contract no. currently operating the system.
Pressing "Create account" will guide you to a prompt to set up your email import-account:
Here you will have to provide the following information:
- Server: the host name of the server
- User name: Input the email address that you want to import emails from
- Password: Provide the password for the email address that you want to import emails from
- Microbizz user: Choose which MicroBizz-user you want this new email import to be attached to
- Server type: your email provider can tell you whether you are useing an IMAP or POP3 server, but it is most likely an IMAP server
- Port: your email provider can tell you which port number to use; if you leave it empty then Microbizz will try to guess it
- Use encryption: Choose whether or not encryption should be used
- Copy files to: Files that are included with the email may be copied to the task or company that matches the email subject. Choose one of the following:
- Don't copy files
- Task & company
- Only save files that match: Only files whose name match at least one of these filters will be copied to the task/company; if you don't specify any filters then all names match
- Never save files that match: Files whose name match any of these filters will not be copied to the task/company
- Delete after (months): Mails are deleted from Microbizz after this many months
- Delete attachments after (months): Choose how many moths attachments to emails should be saved for
- Read only mails with task association: If selected then only mails that match a task will be read; a mail matches a task if the mail subject ends with eg. [Task#12345] , where 12345 is a valid task #
File name filters
A file name filter may either be a regular expression (if it starts with / ), or a wildcard (if it contains * ) or a literal name (f.ex. signature.jpg).
For example *.jpg will match picture.jpg, photo.jpg, company-logo.jpg, but not photo.jpeg.