On the Account tab you can create and modify e-mail server accounts.
Based on the predefined schedule (see QTask chapter in this Guide for more details) QueWeb will be checking these e-mail Accounts and downloading new e-mail messages delivered to these Accounts. Based on preconfigured Routing Rules the e-mail messages will be routed to a specific Workgroup or Employees and new Interactions and Tickets will be created.
QueWeb supports two types of e-mail servers: POP3 and IMAP4. You can specify the one you need for a given Account in the Protocol field of the form. Based on selected Protocol, you will also need to specify Port. For POP3 default is 110, for IMAP4 it is 143. Other properties available are:
• | Server – DNS name or IP Address of the e-mail server. Make sure that the name is accessible via TCP/IP transport from the QueWeb server. You can check the Account validity after it is created. |
• | Folder – this field is required for IMAP4 accounts. It specifies the IMAP4 folder name where new messages will be looked for. Typically it is defined as Inbox. |
• | Login Name and Password – specify the login credentials to connect to the server. |
• | Max Email Size – E-mail size in KB limit. Messages bigger than value in this field will be ignored by Email Queue processing. |
• | Date Received – read only field, auto refreshed by the system when the Account’s email is read. The system keeps the timestamp information of the last processed message. This timestamp is used in the next Account reading cycle in order to avoid downloading duplicate emails. |
• | Valid – the checkbox becomes enabled when the Account settings are valid, e.g. if the Email Queue process can successfully login into the server with specified credentials. Read-only field, it is updated when Check Account button is clicked. |
• | Active – use this field to quickly remove or add account to the e-mail processing cycle. Non active accounts are not monitored. |
• | Next Check Date – displays timestamp information of the start of the next reading cycle for the Account. |
• | Keep Incoming Email as Unread – applies to IMAP4 servers only. If checkbox is enabled then all processed e-mail messages will show as unread on the e-mail server. By default they will be displayed as read. |
• | Keep Outgoing Email as Unread - works for IMAP4 servers only. If this checkbox is enabled then all sent e-mail messages will be displayed as unread on the e-mail server. By default they will be displayed as read. |
• | Delay – specifies how often the Account needs to be polled for the new email. |
• | Delete Email – enable this checkbox if you want to remove e-mail messages from the server once they were processed. Note: if this option is enabled you will not be able to receive emails in other mail clients such as Outlook. |
• | Effective Junk Filters – keeps list of Junk Filters that are applied to messages downloaded from this e-mail Account. |
• | Effective Routing Rules – keeps list of all Routing Rules that are applied to messages downloaded from this e-mail Account. |
• | Default Routing Owner – specifies the User account who will receive notification in the My Queue screen when none of the Effective Routing Rules evaluate to true. |
• | Default Routing Workgroup – specifies the Workgroup that will receive notifications when none of the Effective Routing Rules evaluate to true. |
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