Implementing Email Accounts

To get started with email, you can implement the CSM default email system by completing a worksheet, configuring test and production accounts, and configuring a global test email account.

To implement the default email system:

1. Complete the email worksheet.
2. Configure test and production accounts.
3. Configure a CSM global email account for testing.
   1. Define account settings. Account options include:
      • POP or IMAP.
      • Microsoft Exchange.
   2. Define default From Address for the global account.
   3. Define default email history attachment options.
4. Configure a CSM global email accounts.
   1. Define account settings. Account options include:
      • POP or IMAP.
      • Microsoft Exchange.
   2. Define default From Address for the global account.
   3. Define default email history attachment options.
      Note: Alternatively, configure these settings using the Getting Started Page in CSM Administrator (Help > Go to Getting Started Page.
5. Implement email notifications.
6. Configure the production email account.