How can I fetch mails from my other accounts in Client management system?

How can I fetch mails from my other accounts in Client management system?

You can add your other (external) accounts as POP accounts in Client management system, if your other mail servers support POP Access. 


Steps to Add POP Accounts

To add your other POP Mail accounts in E-mail, you need to check whether your Mail Server supports POP3 protocol for retrieving emails. If your Mail Server supports POP access, get the server details from your Administrator.

Incoming Server Details for Receiving Email:

  1. Login to your mail account
  2. Click Settings  » Mail » Mail Accounts
  3. Select Add POP3 Account
  4. Specify the preferred Display name for the Account, Email Address
  5. Provide the POP3 Incoming Server name & Port number (Refer your Email Provider Help/ Support for these details).
  6. Specify the user name and Password for the account, used in your server.
  7. Select the check box 'Use SSL', if incoming Server requires SSL. We do not support Servers with Self signed certificates. 
  8. Select the 'Delete Settings for Messages after POP Retrieval'.
     
  9. The deletion provided in the option, works based on your Mail Server Behavior. Check with your Mail provider before you set this option.
  10. Click Test Account for checking the Test Account settings .

Make sure you update the password details in Client management system, when you change in the actual account. If you fail to do so, the account will be disabled and you need to update the password and enable it. Once the Test Account succeeds, you will see the section to update your Outgoing Mail Server details for sending Email from the account. E-Mail supports standard ports 110 and 995 for incoming server. 

Outgoing Server Details for Sending Email:

  1. After the Incoming POP Server details are successfully verified, you will be prompted to enter Outgoing SMTP Server details.
  2. Specify whether you want to send email via the Custom SMTP Server Client management system SMTP .

Once both Incoming and Outgoing Server details have been verified successfully, the account will be listed in the POP Accounts page. If the Outgoing Server details could not be authenticated directly, you will receive a verification Email to the address provided. Only after the verification, you will be able to send emails using the particular email address.

Reply To Email Address:

When you configure your POP account with a different Reply To address, you need to verify the Reply To address to start sending emails. A verification email will be sent to the Reply To address during configuration, with a confirmation code. 

Steps to verify the Reply To email address:

  1. Login to your mail account
  2. Click Settings » Mail » Send Mail As.
  3. Click ‘Verify’ icon corresponding to the email address.
  4. A dialog box requesting the confirmation code appears
  5. In the specified email address, you would have received a confirmation mail from Client management system.
  6. Provide the confirmation code in the text box.
Once verified, you will be able to send emails from the account without any verification. 

Switch POP Accounts:

Once you add the POP accounts, the accounts will be added in the left pane. Select the particular POP account to switch to the account and view the emails in the account. 

  • Once you have setup your account, the server will be connected to retrieve the emails. 
  • The emails will be retrieved, as per the emails provided by the server and based on your retrieval settings. 
  • If you have a huge mailbox, it may take some time to download the emails form the Server. 
  • The POP client cannot retrieve emails based on folders/ dates/ status.
  • By default all the emails will be retrieved unread and sorted as per the 'Sent Date' available in the email.

Configuration Errors:

The following are the common configuration errors that occur during POP account Set up: 

Connection Failure: 

The server which you have added could not be connected in the given port number. You need to check with our Email Provider Help or Support for the exact Incoming POP server and Outgoing SMTP server details and port numbers.

Authentication Failure:

The Server you have provided can be connected without any issues. However, the server does not accept the credentials which you have provided. Verify if the username or password is misspelled. Some providers expect you to enable POP access at their end. If you are confident about the credentials you provide, you may need to contact your email provider for further steps. 

Certificate errors: 

If your server support SSL, but provides an invalid certificate, you may get an 'Invalid Certificate Error'. You may need to contact your email provider, to check if the server has a valid registered SSL certificate from a certified Vendor. 

Generally, for any errors during configuration, check the following details.

  1. Check the Incoming Server name, port number details you use with your provider.
  2. Confirm with your Email Administrator whether you have the permission to retrieve emails via POP in E-Mail and the format of username.
  3. If your Email Provider allows POP access via non-Standard ports, you need to contact your provider to get that corrected.
  4. If your server has a self-signed certificate, you need to get a standard and valid SSL certificate from a vendor, without which you will not be able to configure your account in port 995.
  5. If your provider uses a standard SSL certificate, and you still receive Certificate Errors during configuration, please contact support@integratetax.com with your Mail Server Details and port number.