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Copyright © 2008-2010 Eduardo Eusebio, writer, web publisher, marketer. All Rights Reserved. (773) 220-3563, Chicagoland, Des Plaines, IL 60018

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SugarCRM: Where's that elusive email retrieval setting? PDF Print E-mail
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Ed Eusebio Blog - CRM / SFA
Written by Ed Eusebio   
Friday, 09 January 2009 14:21

OK, so I'm probably slower than most. And I don't like to be dragged through online tutorials and FAQ sections, only to waste my time.  I'm the sort who likes to jump in with both feet and figure out something I don't understand.

So it took me forever to figure out where the SugarCRM setting is for timing automatic email retrievals.  My web development, hosting, SEO/SEM company XmediaServices.com is now using the Open Source version of SugarCRM, to pull together our distributed workforce.  Also to be able to better serve our customers looking for a good and cost-effective Open Source CRM. It's working pretty well, and its nice to have all the records and docs we need in one place.

So for those of you SugarCRM users tired of manually clicking the "get mail" button, it's located under settings (when you have the mail window open).  As you can see, I have mine set at 5 min. intervals. Impatient I guess.

sugarcrm_email_settings

FYI: I made this screen shot, with the fancy red arrow using image capture, sizing and commenting program Skitch.  It was about 100% easier than using Adobe Fireworks!  It's on a free "public beta" right now. But I would actually pay for it, because it saves me that much time, and bizarrely enough, it's fun to use. And no they didn't pay me to say that. Though I wish they would.

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