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.
      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.