{"id":67227,"date":"2024-01-25T11:37:11","date_gmt":"2024-01-25T11:37:11","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=67227"},"modified":"2025-09-10T17:16:53","modified_gmt":"2025-09-10T17:16:53","slug":"e-mails-in-teamogy","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/e-mails-in-teamogy\/","title":{"rendered":"E-mails in Teamogy"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb4.16&#8243; global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|1px|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.23.1&#8243; custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<h3>E-mails In Teamogy<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|16px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p style=\"text-align: justify;\"><strong>We bring you the possibility to record e-mail communications directly in Teamogy. You can have your e-mails connected directly to tasks, documents, invoices, etc&#8230; You can also set your own rules to proceed them.<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"font-size: 16px;\">\u00a01. <\/span>Receiving e-mails and processing them according to the rules<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb61px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Receiving e-mails<br \/><\/strong><strong><\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>E-mails addressed to [xxxxxx]@[subdomain].[maindomain] will automatically arrive in the account&#8217;s shared mailbox. This mailbox is shared across all account units, and processing for individual units can be controlled by the rules.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb33px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb custom_padding=\u00bb||0px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Shared mailbox<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>A shared mailbox is available to handle incoming e-mails that have not been processed according to the rules set.<\/li>\n<li>In the shared mailbox, the authorized user can process, move to the folder, reply, forward e-mails.<\/li>\n<li>To view received e-mail in modal allows to simply add the sender&#8217;s e-mail to the contacts of the company or to the blacklist.<\/li>\n<li>Permissions to access the shared mailbox are given to the group by default: \u00abFinance\u00bb, \u00abFinance supervisor\u00bb, \u00abSupervisor\u00bb, \u00abMailbox browser\u00bb.<\/li>\n<\/ul>\n<ul><\/ul>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Shared_emails.png\u00bb title_text=\u00bbShared_emails\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.24.0&#8243; custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb35px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><b>2. E-mails processing<\/b><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb61px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Automatically process received e-mails using rules<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>Each e-mail, after being delivered to the shared mailbox, is assigned to the company\/person whose e-mail is in the address book.<\/li>\n<li>Then it is processed by a set of rules. Each e-mail is sequentially tested with the configured rules and if it passes the condition in the rule, it is processed according to that rule.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Configuration_Email-rules.png\u00bb title_text=\u00bbConfiguration_Email rules\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.24.0&#8243; custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Email-rules_New-rule.png\u00bb title_text=\u00bbEmail rules_New rule\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.24.0&#8243; custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb61px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Lists of e-mail addresses<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li><strong><\/strong>In the configuration (..Additional settings\/E-mail lists) (1) there is a tool for registering mail addresses and adding them to lists<br \/>blacklist, whitelist, registered, unsubscribed.. etc.<\/li>\n<li>The inclusion\u00a0 (2) of an e-mail address on a given list can be used in the rules for processing e-mails<br \/>e.g. an e-mail from a sender on the blacklist can be automatically added to the spam list.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Konfigurace-Email-lists.png\u00bb title_text=\u00bbKonfigurace &#8211; Email lists\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.24.0&#8243; custom_margin=\u00bb|40px|40px|||\u00bb box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb34px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>3. E-mails sending<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb61px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Improved e-mail sending<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>Outgoing e-mail receives the CC address of the source entity (the reply from the recipient is then automatically assigned to the entity).<\/li>\n<li>Other relevant e-mail addresses can be easily added.<\/li>\n<li>Outgoing e-mail is automatically saved and associated with the entity.<\/li>\n<li>Notification e-mails have a sending address according to the source notification (possibility to set rules within the user&#8217;s mailbox).<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb61px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb hover_enabled=\u00bb0&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p><strong>Assigning e-mails to entities<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>Each document (and job, task, etc.) has its own e-mail address. (1)<\/li>\n<li>The address is &#8211; [module].[unitId].[number]@[subdomain].[maindomain].<\/li>\n<li>A new tab \u00abAssigned e-mails\u00bb has been created on each entity, which shows the e-mails assigned to the document. (2)<\/li>\n<li>Sending an e-mail to this address means, it is automatically assigned to the entity (if the rule is enabled). (3)<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Emails.png\u00bb title_text=\u00bbEmails\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.24.0&#8243; custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0&#8243; box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;][\/et_pb_image][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb min_height=\u00bb61px\u00bb custom_margin=\u00bb|40px|15px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Sending e-mails from your own domain<\/strong><strong><\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>It is now possible <strong>to set<\/strong> that e-mails outgoing from Teamogy should not go from the general address [xxxxxx]@[subdomain].[maindomain] but from the <strong>client&#8217;s own domain and the address of the specific user [FirstName.LastName]@[client.com]<\/strong> as the user has set in his\/her user profile<\/li>\n<li><strong>This is treated as an extra service and requires the following settings:<\/strong><br \/>1 &#8211; the client requests to be put into service on his own domain client.com<br \/>2 &#8211; support Teamogy generates a DKIM key for this domain and sends instructions to the client<br \/>3 &#8211; the client configures the DNS of his domain according to the sent instructions, thus authorizing Teamogy to send from his domain<br \/>4 &#8211; then Teamogy support reconfigures the settings so that e-mails go out with the client.com domain<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686&#8243; saved_tabs=\u00bball\u00bb locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1&#8243; _builder_version=\u00bb4.16&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>E-mails In TeamogyWe bring you the possibility to record e-mail communications directly in Teamogy. You can have your e-mails connected directly to tasks, documents, invoices, etc&#8230; You can also set your own rules to proceed them. \u00a01. Receiving e-mails and processing them according to the rulesReceiving e-mails E-mails addressed to [xxxxxx]@[subdomain].[maindomain] will automatically arrive in [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-67227","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/67227","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=67227"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/67227\/revisions"}],"predecessor-version":[{"id":987518167,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/67227\/revisions\/987518167"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=67227"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=67227"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=67227"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}