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User's guide /

Email client

The OBS2GO email client is a full featured email client with a modern and easy to use interface. Just connect your email account with the OBS ERP and your mailbox will available for use. 

Connecting an email account

Click on your name next to the power button in the left part of the bottom bar:


A popup window will appear. Fill in information about your email account as shown on the figures below:

Email Settings:

OBS2GO Email client home screen:


Auto Reply message (out of office):

Your server must support ManageSieve protocol (RFC 5804 https://tools.ietf.org/html/rfc5804) for this feature to work.

Activating auto reply message:

Press the button shown in the figure below, write out of office message and press activate



Email rules:

Your server must support ManageSieve protocol (RFC 5804 https://tools.ietf.org/html/rfc5804) for this feature to work.

The following email rules are supported:
1. Move emails from email address to a folder (mailbox)
2. Move emails from domain to a folder (mailbox)
3. Move emails containing text in their subject to a folder (mailbox)
4. Process email attachments and relate them to an ERP document (see next section)

Setting up a rule: Press the button highlighted in the figure below and fill in the form.



Process email attachments and relate them to an ERP document
This feature allows you to attach email messages to OBS ERP documents.

For example: you can send an email message with attached document to an email address registered in OBS ERP. The system will automatically download the attachment from the email and attach it to OBS ERP document specified in the subject of the email.

Subject format: Text Module > RecordId
Text - random text;
Module - the name of the module;
Record ID - the id of the record in the module.

Example subject: March invoice invoices > 1
This will attach the email to OBS ERP document # 1 in invoices module.

IMPORTANT: Only messages in mailbox folder "ERP QUEUE" will be processed. You need to activate the ProcessERPMailbox function in the Automation module

Last change: 2018-01-03