Introduction
It refers to the component or functionality that enables the sending, receiving, and management of emails within the system. It allows for seamless integration of email communication with other CRM modules, such as customer relationship management, sales, procurement, and human resources.
Stages Workflow
| Field Name | Description |
| Active | The mail server created is moved to active stage for further process |
| Inactive | The rejected or lost data of the mail servers |
| Deleted | The deleted or nullified mail servers |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Mail Servers App.
Mail Server Details
This widget contains the Mail Server details and configured settings that are provided while creation process
| Field name | Description |
| Server Name | The server name refers to the unique identifier or domain name assigned to a mail server. It is the address that clients use to connect to the server and send/receive emails. For example, “mail.example.com” or “smtp.gmail.com” could be server names. |
| Server Type | It refers to the specific role or function of a server within the ERP infrastructure. ERP systems are comprised of various servers that work together to support the different components and functionalities of the ERP software. |
| Enable SSL | User can enable the Toggle button to enhance the security of their email communication, protect sensitive information, and ensure the privacy of their users’ messages. |
Mail Server Incoming Details
This widget contains the Mail Server Incoming details and configured settings that are provided while creation process
| Field name | Description |
| Server Name | The server name refers to the unique identifier or domain name assigned to a mail server. It is the address that clients use to connect to the server and send/receive emails. Ex: “mail.example.com” |
| Port No. | Port Number of the mail server is displayed. Port numbers are used to designate the specific channel for sending and receiving emails. |
| SSL Port No. | SSL (Secure Sockets Layer) is a security protocol used in mail servers to encrypt data transmitted between the email client and the server, ensuring privacy and preventing unauthorized access. |
| Authentication | Authentication is the process of verifying the identity of a user or client connecting to a mail server. It ensures that only authorized users can access their mailboxes and send/receive emails. |
Mail Server Outgoing Details
This widget contains the Mail Server Outgoing details and configured settings that are provided while creation process
| Field name | Description |
| Server Name | The server name refers to the unique identifier or domain name of the outgoing mail server that is responsible for sending emails |
| Port No. | Port Number of the mail server is displayed. Port numbers are used to designate the specific channel for sending and receiving emails. |
| SSL Port No. | SSL (Secure Sockets Layer) is a security protocol used in mail servers to encrypt data transmitted between the email client and the server, ensuring privacy and preventing unauthorized access. |
| Authentication | Authentication is the process of verifying the identity of a user or client connecting to a mail server. It ensures that only authorized users can access their mailboxes and send/receive emails. |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| Comments | User can write short notes or comments about the Mail Server |
| Audit | |
| Created Date | The date when the Mail Server is created |
| Created By | The name of the person who created the Mail Server |
| Last Updated Date | The last stage changed of the Mail Server |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Mail Server |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Mail Server Masters