Email is a key part of the information associated with most business activity. Unfortunately in many businesses there is a separation between the email system and the system used to track matters, jobs, etc. In ActionStep we allow you to manage the email directly inside the actions thereby keeping track of the inbound and outbound correspondence all in one place.
There is a lot of technical terminology around Internet email so please refer to the Email Terminology section at the end of his document for an explanation of some of terms used. You can also watch the below video for an overview of the basic email concepts we will be referring to.
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| url | https://vimeo.com/221689701 |
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There are three ways to get mail into Actionstep:
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Email Options Video
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| url | https://vimeo.com/221689577 |
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| To help illustrate the various concepts we will assume your company name is ABC, Inc, your ActionStep organization key is abc, and your domain is abc.com with two current email addresses: john@abc.com, and mary@abc.com . |
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There is a known limitation with having a Google hosted wildcard or catchall mailbox configured to Actionstep which will mean that emails sent to multiple aliases will only be received in the Actionstep inbox of one of the aliases. Please see Known limitation of a Google hosted catch-all/Wildcard mailbox for more.| Info |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360055398673 |