E-mail accounts

In this box you add the e-mail accounts from which you want to load incoming e-mail messages.

You can validate an account by using the button Validate selected address on the function menu. This is made to make sure that for example the correct password has been entered so that the program can load e-mail messages from that account. If the validation succeeds, you see a green check mark in the first column on the row. Otherwise, you see a warning symbol.

E-mail

Here you enter the e-mail address for the e-mail account.

User name (Exchange)

Here you enter the user name for the e-mail account.

Password

Here you enter the password for the e-mail account. The entered password is encrypted using the Monitor ERP system’s certificate when it is saved in the database.

If Client secret is selected as Authentication flow in the server settings, the password field will be deactivated.

Type

Here you can select different types of records in Monitor ERP to which the e-mail account should apply. The type Monitor-to-Monitor is selected for purchase orders, order confirmations, and invoices to the specific inbox for Monitor-to-Monitor. This inbox is also available as a desktop component.

The other types are selected to be able to manually import e-mail messages from the inbox to the box Logging of e-mail on corresponding records in the different affected procedures.

Available

By clicking the Available button you can decide to which users, groups, or roles the e-mail account should be available. You can also choose that the account should be available to all users.