Access granted to Administrators and Super Administrators only.
This screen provides an overview of the space utilization on the section.
The list of folders will display the folder name, associated email and whether an autoresponder or forward has been configured. To view or edit a folder, click on the Folder name.
To add a new folder, click on the Add New Folder button at the top of the folder list. Enter appropriate folder information and click on the Update button to save.
The folder display name (required).
Mark the checkbox if you want the folder to replace the “Other” folder in catching any emails that do not match folder settings. Only one folder can be selected at a time. If you opt to select another folder, the previous will be overwritten.
Mark this checkbox to remove attachments from emails that come into this specific folder.
Selection of a category will automatically assign all incoming emails to that specific category. You can change the category for each email individually at the top of the email detail page. You can add categories in the Category Administration section.
The email the folder will be receiving. You can set up a folder without an associated email because you can assign incoming emails to specific folders.
NOTE: You must add an associated email if you want to use the Forward Incoming Email, Distribution Email List and Autoresponder functions discussed below.
This allows you to specify all possible variants of an incoming email address so that it may perform a match. To implement, mark the checkbox and enter the expression in the Associated Email field. Here are some examples of how they can be used:
If the “from” tag on the emails (as seen by recipients) is different than the above Associated Email, you can add it here. If it is the same as the above, leave this field blank.
NOTE: If you do not include an Associated Email and plan to send email from this folder, it is recommended that you enter a FROM address here. Otherwise, email recipients will not be able to see who the email is from or reply to it.
The folder can be set up to automatically forward incoming messages to a list of emails. To add more than one email, separate each by a comma (e.g. “tom@website.com,jane@website.com” ).
This feature is similar to the Forward Incoming Email, however, it is a special type of forward. Incoming emails will forward to all the people in the distribution list, but the “From” field will be changed to the email of the folder and the email will be dispatched to each person in the list individually. USE THIS IF YOU WANT TO HIDE ALL FORWARD (DISTRIBUTION) EMAILS.
To automatically send a copy of any email coming into the folder, enter the email(s) here. Multiple emails should be separated by commas.
Used to link the “From” email address (when viewing an email) to an external website. The email address will be appended to the end of the URL you provide. This helps in feeding emails through to external systems for more efficient utilization of data. For example, users may want to be able to click on an email “From” address to automatically pull up a user account from their ordering system to view the status of an order.
This pulldown is used to select where the “Next Unread” button will fetch the next unread email from. It is by default assigned to the same folder being edited.
If a different folder is selected, the next unread email will be fetched from folder selected, moved to the current folder, and opened for review by the user. The used does not need to have access to the folder selected.
You can elect to enable or disable the autoresponder by marking (or unmarking) the checkbox. This is helpful if you want to temporarily deactivate the autoresponder without deleting its content.
(required if an Autoresponder Body is entered) An autoresponder is an email that is automatically sent to email senders when sending an email to the Associated Email above. This is the subject line for the automatic email. Don't forget to add the body below.
NOTE: To include the ID number in the subject line, type ”%IDS%” in the subject line. This would typically be located at the end of the Subject.
(required if an Autoresponder Subject is entered) Enter the body of the autoresponder email. How you enter it in the text box is how it will appear to the user. All autoresponders are text based emails. Links and email addresses will not appear as a link. If you want to refer to a specific link (such as your Web Address) include the entire address (e.g. http://www.iguana-farm.com/).
You can also use the following macros in the Subject and Body:
| Macro | Works in | Description |
|---|---|---|
| %IDS% | Subject and Body | Will be replaced by the unique ID assigned to the received email |
| %SUBJECT% | Subject and Body | Will be replaced by the subject of the received email |
| %MAIL% | Body Only | Will be replaced by a readable version of the received email |
| %RAW_MAIL% | Body Only | Will be replaced by the raw email source, including headers of the received email |
Please be cautious when including any information other than the ID# in your auto response. Automatic responses are being reported as spam or blocked. These “auto-responders” respond indiscriminately to forged and legitimate email. When an auto-responder receives one of these forged messages, they in turn send misdirected mail. Because of this, they become spam sources themselves and are the subject of blockades.
This designates who (in your list of users) has access to view and respond to emails in this folder. From the dropdown box select one or more users. To select multiple users, hold down the CTRL key while clicking on each user name.
To edit a folder, click on the folder title. Click on the Edit button. You can change the folder field options described above. Click on the Update button to save your changes.
To Delete a folder, click on the folder name. Click on the Delete button to delete the folder. You will be asked to confirm the request. All emails in the folder must be removed before the folder can be deleted.
The list of users presents the Username, Name, Type, whether the user is active, and their last login date/time. To edit a user, click on the username. To view an activity log for a user, click on the linked login date/time.
The User Activity log tracks specific user activity when navigating and performing actions within the system. You can sort the data by date. To view a specific action, click on the linked action title.
To add a new user, click on the Add New button at the top of the user list.
Enter the username, password, first name, last name and email.
Enter an OpenID identifier to associate the user with their OpenID account. To learn more about OpenID, visit OpenID.net.
Mark checkbox to allow user to delete emails. This setting is only relevant for users of type “User”.
Mark checkbox to enable HTML editing in emails for user. This must first be activated for this section by a Super Administrator.
Signature text will be displayed anytime you are composing an email. Users can overwrite the signature by configuring Options: Signatures for specific folders and sections (if applicable).
You can assign each user to additional sections within the site. To select, just click on a section. Remember to hold the CTRL key when selecting multiple sections.
Select a User Type (only one).
Select which folders the user will have access to. To select more than one folder, hold the CTRL key when clicking on each folder. Administrators and Super Administrators will default to all folders. Click on the Update button to save.
To edit a user, click on the username. You can change any of the information listed above. Click on the Update button to save your changes.
To Delete a user, click on the username. Click on the Delete button to delete the user. A confirmation request will appear. Select to Continue or Cancel.
The service reads emails from your email POP or IMAP Accounts on a fixed interval. The default interval is every 10 minutes, although your instance may be configured to a different interval.
Each active Account processes sequentially. After reading an email from an Account, the system will decide the folder in which it will place the email using the following process:
To view account reading activity (for all accounts listed), click on the View Log File button at the top of list of accounts. This is useful in troubleshooting whether an account is reading email or not. Only “Super Administrators” will have access to this feature.
Click on the Test Email Accounts button to check whether or not you can open the account with the information provided in the account details. This is useful to make sure account information entered was correct.
To add a new email account, click on the Add New Account button at the top of the account list. You may want to check with your Internet Service Provider (ISP) or Network Administrator for specifics outlined below.
The name of the incoming and outgoing mail server. Your ISP or Network administrator would have assigned this upon creating your Mail Server account.
You will need to know the type of mail server this account will use (POP3 or IMAP). The POP3 protocol is used only as a delivery mechanism between a mail client and a mail server (post office). An IMAP is an Internet protocol for accessing messages that are stored on a server. Check with your ISP or Network Administrator if you're not sure which one your account uses.
The server port number for a directory server. Enter 110 for POP3 or 143 for IMAP.
The account username that was assigned for the Mail Server.
The account password that was assigned for the Mail Server.
Mark this checkbox if you want messages to be deleted from the mail server. If you want emails to remain on the server, leave the checkbox “unchecked.”
To activate the SPAM filter, select an action from the drop-down menu. To de-active the filter, select “Do Nothing.” Unsolicited email (aka SPAM) identification is provided by the SpamAssassin mail filter. Using a wide range of tests on the header, body and text of the email, SpamAssassin assigns a number on a scale of 1 to 10. Emails receiving a 5 or above, as a standard, are considered Spam. However, if you find that incorrect emails are being sent to your Spam folder (or other action selected), you may want to increase the rating. The higher the rating the more likely it is that the email is Spam.
NOTE: It is NOT recommended that you automatically delete Spam messages because you may lose legitimate emails.
This allows users to force any email from this account into a specific folder - IGNORING IDS numbers for emails not within the folder and any folder associated emails. This is best used for individual POP accounts and NOT role-based emails.
WARNING: Forcing email into a folder will overwrite rules and preclude incoming email from being threaded properly if the original email is moved to a different folder. It is best to steer email into folders by using the Folders Associated Email or by using Rules.
Click on the Update button to save.
NOTE: To verify that the email account is functioning properly, click on the Update and Test button. This will cause the system to immediately access the account to make sure that it can read it properly. If it has been setup incorrectly, an error of such will be displayed.
This eBay mailbox contains your “Ask the Seller” emails. eBay will also send notifications to your POP or IMAP account notifying you of system messages as well as the “ask the seller” emails. If we are reading your POP or IMAP account, your “Ask the Seller” notifications will be read there as well and will be a duplicate.
In that case, please activate the Rule, (eBay - Duplicate Rule) and apply it to the POP or IMAP account only. You can then choose to Delete the emails OR move to a designated folder (we recommend “eBay Duplicate email” folder). You can then browse and delete in that folder as you choose. If the Rule is not already included in your template, please add:
eBay - Duplicate Rule
Conditions:
and any other eBay email addresses that apply.
Disposition: either “Delete” or move to “eBay - Duplicate Rule” folder.
The routing priority for this account is:
Requirement from eBay: Replies to the messages from eBay, that are sent through the eBay API, need to be less than 1000 characters.
To edit an account, click on the account Host name. You can change any of the information listed above. Remember that this directly affects the ability of existing email folders to send and receive email, so make sure the changes are correct. Click on the Update button to save your changes.
To Delete a user, click on the account Host Name. Click on the Delete button to delete the account. You will be asked to confirm the request.
Rules can be used to further steer your emails into a folder(s), or you can choose to delete them. Rules are evaluated before the system checks for any Associated Email for that folder. Instead of just looking at email addresses in the To field (as with Associated Email), rules can be set to look at different parts of the email thus providing a more powerful mechanism to automatically organize email. Please refer to the Accounts - Email Processing section for more information on which order rules are evaluated.
There can be as many an unlimited number of rules in the system, and each rule can have any number of conditions. If all (or any one) of the conditions are met, the email will be disposed as requested by the rule.
Click on the Add New Rule button at the top of the rule list to begin.
Enter a name that describes the rule.
This allows you to turn the rule off or on. If a rule is off, it will not be evaluated.
The system allows you to rank the email rules in order of importance. Ranking ranges from 1-10, with the highest=1, and the lowest=10. The higher ranked rules will be evaluated before the lower ranked rules. To process a rule before the SPAM filter is engaged, mark the checkbox.
A condition is a set of instructions to tell the system when and where to forward an email to a folder or to delete it. You can identify up to three conditions for each rule. Each condition is composed of three parts - noun, verb and predicate - similar to a sentence. You can select to Match All Conditions or Any One of the Conditions.
Refers to where the condition will be applied (e.g. where to look in the email). Options include: From, To, CC, Reply to, Subject, Body, Time, Date and Day of week. Time is in 24 hour format like hh:mm:ss.
Date is in the following format: yyyy-mm-dd.
Day of week is specified as a number where 0 is Sunday and 6 is Saturday.
Identifies the action for the predicate (e.g. how to look in the field). Options include:
Identifies what the rule should look for.
Example: You want to filter all emails with the word “computer” in the subject to the Computer Help folder. The noun would be “Subject”, the verb would be “contains”, and the predicate would be “computer”.
Example: You want to create a rule that matches all emails received only during work hours (from 9AM to 5PM) Monday though Friday. Set the Match pulldown to “All Conditions” and add the following two conditions:
To add more than 5 conditions, click on the More Conditions button to view more fields.
Note: Time must always be shown in ascending order (i.e. 5pm-Midnight, 17:00:00 23:59:59) To include the next day as well, the condition must be on a separate line Midnight-9am (00:00:00 09:00:00)
Click on the Address Book icon to add an email or group from the Address Book. This will route incoming email (from a specific entry or group) to a folder based on email(s) belonging to a Group in the address book. This is useful when folders are organized by client name (ABC Company) and you wish to have all correspondence from anyone in that client group routed to a specific folder.
Identify what should be done with the emails that match the conditions(s) specified. You can choose to move the email into a folder, move into a folder and auto assign a category, auto assign a category and continue to evaluate with the remaining rules, or have it deleted. Multiple folders can be selected by holding the CNTRL button when you select. Emails will be evenly distributed amoung the folders.
You can also elect to copy the rule into other rules. To select more than one rule, hold the CTRL key when making your selections.
Please specify an email address different than the disposition folder's email address to avoid email loops, preferably an address such as “noreply@yourdomain.com”
Check this box if you want to use a From email defined for the folder the rule is applied to. If there is none (or the checkbox is unchecked), the specified “from” for this autoresponder will be used instead.
NOTE: This feature should NOT be used to avoid loops.
You can use the following macros in the Subject and Body of the autoresponder.
| Macro | Works in | Description |
|---|---|---|
| %IDS% | Subject and Body | Will be replaced by the unique ID assigned to the received email |
| %SUBJECT% | Subject and Body | Will be replaced by the subject of the received email |
| %MAIL% | Body Only | Will be replaced by a readable version of the received email |
| %RAW_MAIL% | Body Only | Will be replaced by the raw email source, including headers of the received email |
You can specify if a rule applies to a specific email account, or to all accounts.
Categories can be used to further organize emails within folders. A list of categories are available within each ID email. Updates to the category list can be done via our “Quick Update” system.
To add a new category, type in the new category name in the field provided (shown at the top of the page) and click on the Add New button.
To select a color for the category enter the Hex# (e.g. #339900) or click on the Color Palette icon . Select a Web Safe Palette (default), Windows System Palette, Grey Scale Palette or Mac OS Palette. Click on a color square to select color.
To edit a Category, click on the Edit icon next to the category selection you wish to change, type in the change and/or the color selected and click save changes.
To Delete a Category, click on the delete icon next to the applicable name.
You can include a list of standard replies for selection when replying to an email. The list you generate here will appear in a Reply drop-down menu within the email. If selected, the standard reply will be sent to the email originator.
To add a new standard reply click on Add New Reply at the top of the page. Include the email title and content. If the HTML editor has been activated, you can include specific formatting, otherwise, the text here is exactly how it will appear to the recipient. Select which action the standard reply should be used for: replies, notes, forwards or new emails. You can choose more than one by holding the CTRL key when clicking on multiple actions.
Select the associated folders this should appear in. You can select one or more folders. The reply will ONLY displayed in the drop down menu for the folders you select here.
Click on the Update button to save.
To edit a standard reply, click on the reply title and make changes to the existing field content. Click on the Update button to save.
To Delete a standard reply, click on the reply title. Click on the Delete button to delete the folder. You will be asked to confirm the request. THIS CANNOT BE UNDONE.
The reports feature displays queried data within the IFM eMail Manager by date, report type and folder. To create a report enter (or select) a date range and select a report by clicking on the appropriate button. Click on the View Report On Screen button to view report with your browser or click on Download Report in CSV Format to save and view in excel or other text editing programs.
The date range fields default to the current date, back seven days. To change the date range, enter new dates into the appropriate fields (mm/dd/yyyy) or click on a Quick Date: All Dates (will clear the date range fields), Today, Last Week (default) and Last Month.
Select a folder(s) to pull report data from. Multiple folders can be selected by using the CTRL button during selection.
This report will give you a general overview of the system, including: Disk Usage, New Message threads, Total incoming and outgoing emails, Replies To Customers, Replies From Customers, Notes, Active Users and Administrators.
New Message Threads is the total of New Incoming and New Outgoing emails (within the date range selected)
Incoming Email is the total of ALL incoming email;Outgoing Email is the total of ALL outgoing email (within the date range selected)
Replies to Customers are all replies to customers
Replies from Customers are all replies from customers
Active Users are the total “Users, Administrators and Super Administrators” in your account
Administrators are those designated “Administrators”in your account
Summarizes the number of emails (received or sent) in specific categories based on the date range and folders you select. The Category Total of emails will be linked to view a list. The email ID numbers will also be linked to view the email. The Date column represents the original date and time of receipt of the email.
This report summarizes a list of References that have been assigned to the emails along with a count of each.
Summarizes the Events (New emails, Replies, Notes, Forwards) and Time associated with each User within the date range you select. You can further specify by each User and each Folder. Total events are calculated any time a User sends a New email or opens an email and performs a task such as sends a Reply, adds a Note, or Forwards an email. Time is not calculated when an email is opened, then closed, in which no event has taken place.
Displays detailed activity information such as user, section, specific event, and time spent within the date range and folder you select. Remember minutes are automatically calculated, but can be manually entered while working on the email. The email ID numbers will also be a link to view the email. Each email ID shows a list of all Events taken on that email.
This report shows a list of emails that had a Reply (in your selected date range) that had activity in that date range, and gives the time between the Original email and time of the Reply within our date range.[Time between Original Email and Reply]. In other words, you see the duration of an email from the Original receipt until the Reply that falls within our Date Range (if still Open) or until the email was Closed. You can see which User has replied and follow the link to the specific email.
If the email has been opened, within our date range, it will be listed, but there will not be a time assigned.
This report gives a list of emails and details of those emails originally received in your date range and the amount of time between the original email and 1st reply. You are also provided with a link to the specific email.
Displays each folder, total space utilized in KB, and the number of emails in the folder. Great report to help manage space by showing you which folder(s) are containing the highest usage.
This is a report calculating the average time it took a specific User to respond to the emails within a specific date range selected. This would include the original emails, within the date range selected, and the average time it took for those emails to be responded to by the specific User. Response meaning a reply, a forward or a note added. Deleted email is not included in the calculation.
Similarly, this is a report showing the average time, by folder, that emails were responded to. This would include the original emails that arrived in the specific folder(s), within the date range selected, and what the average time is for those emails to be responded to. Response meaning a reply, a forward or a note added. Deleted email is not included in the calculation.
A report showing you the average time, by User, in giving the email a “closed” status. This would include the original emails that arrived, within the date range selected, and what the average time is for those emails to be resolved, by User, achieving a “closed” status. Deleted email is not included in the calculation.
This report shows you the average time, by folder, for the emails to a achieve “closed” status. This would include the original emails that arrived in the specific folder(s), within the date range selected, and what the average time is for those emails to be resolved, meaning the status changed to “closed”. Deleted email is not included in the calculation.
IFM eMail Manager supports Virus Detection and Attachment Sanitization security features. You can choose to not activate this feature at all, or activate one or both features. To make changes, simply complete the form and click on the Update button to save.
Typical virus scanners are “reactive” - the antivirus vendor needs to see a sample of the virus before they can create a recognition signature for their scanner. This process can take several days, and then you have to obtain the signature update before your scanner will detect the virus. This means a computer may be vulnerable to a new virus - or a new variant of an old virus - for several days. Given that an email worm may spread worldwide in two days, that's simply not fast enough. It also means that if the virus signature list is not being regularly updated the antivirus software won't be able to detect new viruses and new variants of old viruses.
The IFM eMail Manager uses a “proactive” security policy enforcement tool. When enabled, the virus scanner determines that certain types of files are too hazardous to permit into the mail system from the public Internet. This way, all of the email worms and viruses that rely on an executable file attachment to spread, whether or not they are brand new variants, get stopped at the mail server. The rejection does not mean any specific file is infected; rather it means that the entire class of files is not acceptable.
This feature scans the email for any questionable attachments and allows you to select the method by which you want them handled.
This process keeps the attachment with the email, however, it makes the executable file “unexecutable” where the email reader must save the file and change it's name before it is read. This requires the reader to pay closer attention to the file they are opening and gives the user's antivirus software a chance to examine the attachment (as it is being saved) before it starts running.
IFM eMail Manager allows you to export all email information stored in its databases. Select from 4 file formats and types of content:
Instructions for mbox format exporting:
Enter a date range (start date and end date) for the emails you want to export. You can enter dates manually (mm/dd/yyyy) or select from the Calendar icon. Folder: Select the folder you want to collect emails from. You can choose one folder or All Folders.
Select a specific email status you want to collect. You can choose one status or All Stats.
Click on the Process button. A Download File window will appear for guidance on saving the file to a desktop.
Each time an email is deleted, a copy of it remains in this bin until it is recovered or purged. It is important to purge this area often to reduce the amount of “clogged” space on the server. There are three ways to manage the recycle bin: Manual Purge/Recovery, Folder Pruning, Clean Up Attachments and Automated Settings.
To Purge all deleted emails click on the Purge All button. CAREFUL ! THIS CANNOT BE UNDONE. To delete or recover selected emails click on the Browse Deleted button. Mark the checkbox next to the appropriate email title(s). Click on the Recover Selected or Delete Selected button.
Recovered emails will be placed back into their original folder with the same status.
Folder pruning allows an administrator to remove emails from folders based on specific filter information: by folder, by status and by date. Dates should be entered as MM/DD/YYYY or selected from the Calendar icon.
WARNING: This feature does allow administrators to delete ALL emails EVERYWHERE, so please proceed with caution.
To remove attachments from emails (in bulk) without deleting the actual email, select the applicable filters. They include: From a folder(s), with a specific status, and/or the “Older Than” date (deletes attachments with an original date older than the date selected).
WARNING: This feature does allow administrators to delete ALL attachments EVERYWHERE, so please proceed with caution.
The Settings feature allows administrators to identify a time period to purge all deleted emails. To activate, mark the checkbox and enter the age (in days) of deleted emails you want purged from the system (e.g. purge deleted emails that have been in the recycle bin for more than 5 days). To de-activate, uncheck the checkbox.
This is where you can re-brand IFM eMail Manager to match a company look and feel. Complete the following form and click on the Update button.
To upload an image, click on the browse button. This will open a window asking you to select a file from your computer and will automatically enter it into the logo field.
NOTE: All graphics must be in JPG or GIF format. Recommended image size not to should not exceed 100 pixels wide or 63 pixels in height.
Enter a HEX number that you would like displayed in the top section above the main topics next to the logo.
To specify a different outgoing mail server for sending emails, provide the outgoing SMTP server in this area. Enter the Mail Server, Port, User Name and Password. Mark the checkbox if Secure Socket Layers (SSL) are required.