Smart Inbox Install & Setup Guide

Installation

How to Install

To install simply un-zip the setup package and then run Setup.exe, follow the installation instructions while taking note of where the application is installed.

Go to the folder where the application is installed and then run “Smart Inbox Interface.exe” , this will open the Smart Inbox Service Interface which looks like this:

Click on File >> Preferences to open the configuration screen for the service:

Initial Configuration

The Service Settings allows you to configure the settings needed for the email service to run, this includes connecting to the Act! database, connecting to the dedicated email account and configuring how the service will process emails.

 

Act! Database Settings:

In this area you need to enter your Act! Username and Password, as well as point to your Act! database file.

 

System Settings

• Working Directory: The working directory is a folder on your computer that Smart Inbox can use to pre-process email messages before attaching them to Act! Think of this as a temporary directory. The directory must allow the service to write and edit files. If you have security settings implemented on your system ensure that the correct permissions are setup on this folder.
• Check Interval: The check interval indicates how often Smart Inbox shoud check for new messages to attach to Act!.
• History Type: You can choose how Smart Inbox will treat email messages in the 'History Type' field.

You can also choose to create a new Act! contact if there is no email match, attach email messages to each recipient (if there is more than one) and only attach emails if the senders email address belongs to an Act! user. The last option, "only attach emails if the senders email address belongs to an Act! user", is checked by default. This means that Smart Inbox will only process emails if the sender is an Act! user. It does this by checking against the MyRecord entry for all Act! users (including inactive users). If this option is not checked then emails from any sender will be processed and attached to the Act! database's history.

 

Email Account

This is where you configure the email address that Smart Inbox will use to process the emails. This address must be a separate and dedicated email address that you create for Smart Inbox to use - not your everyday email address. For example, if we use xactsoftware@gmail.com as our everyday email address then our dedicated Smart Inbox address might be SmartInboxXact@gmail.com. This is important to remember, as you will read in the User Manual.

You need to configure the Email Account settings to work with your dedicated email address. The settings you choose will be different depending on what client you use.

Note: If you are using a Gmail, you will need both the Authentication and the SSL/TSL boxes checked.