I have recently taken the step to install SuiteCRM 7.9.7.
One of my key requirements is to configure the email system so I can get all of my email into SuiteCRM inbox and then link the emails to each account or contact.
I cannot find any documentation on how to set this up correctly.
Can anyone provide me with the instructions for this.
There are “Inbound mail options” in Admin screen.
Then, to specify each user’s mailbox, log in as that user, and in the user profile (top-right menu on every screen), set email settings.
I still don’t recommend 7.9.7 for Email because unfortunately there are still too many bugs. The LTS version (7.8.x) will give you a much smoother experience.
If you want to go with 7.9 it can be made to work, but you might need tweak a few things in code, depending on your SMTP provider’s restrictions.