Part 10: Email Integration, Mailbox Security & File Share
Integrated Email Client
MRSware Desktop includes a full-featured POP3/IMAP email client that automatically links incoming and outgoing emails to the recipient's Contact and Company timelines in CRM.
Mailbox Delegation & "Send As" Security
Configure shared team mailboxes (e.g. orders@agency.com) with individual user access permissions, customized email signatures, and automatic spell checking.
Spam Filter Portal & Domain Setup
Manage domain MX record settings, whitelist principal email domains, and inspect quarantined messages via the integrated Spam Filter Portal walkthrough.
File Share Repository & Linked Documents
Store specification sheets, CAD drawings, customer price lists, and contract agreements in the central File Share repository, linking files directly to Companies, Contacts, Projects, or Quotes.