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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.

MRSware Email Senders List
Figure 10.1: Email Sender list and contact timeline auto-linking configuration.

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.

Spam Filter and Invalid Email Portal
Figure 10.2: Spam Filter Quarantine Portal and invalid address resolver.

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.