Personal outgoing mail and the organisation’s shared service mailbox serve different purposes. Invoicing, signing and calendar subscriptions connect to their respective workflows.
What can you do in this module?
- 01
SMTP/IMAP, Microsoft 365 or Google Workspace / Gmail connections for an individual mailbox, with one active mail mode at a time.
- 02
Outbound replies and incoming email in a shared case thread, with sender checks and duplicate detection.
- 03
Automatic creation and acknowledgement for unambiguous entitlements; manual review and assignment for uncertain messages.
- 04
Attachment checking, delivery failure indicators, mailbox status and failure/recovery notifications.
- 05
Connect Microsoft 365 and Gmail through the provider’s consent screen, with test sending and disconnection.
- 06
Számlázz.hu invoicing, DocuSign signing and personal iCal subscriptions connect to their respective business processes.
Personal outgoing mailbox for proposals
Sales staff can use a personal Microsoft 365, Gmail or SMTP connection to send proposals. This is separate from the organisation’s shared customer service mailbox. Without a usable personal connection, the protected proposal link can be shared manually.
Shared mailbox for customer service
The organisation’s shared incoming and outgoing mail connects to service cases. Choose SMTP/IMAP, Microsoft 365 or Gmail with the required provider authorisation. Sender and service relationships are checked before assignment; staff review uncertain cases.
Configure other providers separately
Invoicing can use Számlázz.hu and signing can use DocuSign, each requiring its own setup and checks. A personal iCal link is a calendar subscription, not two-way synchronisation. A public API, general webhooks and Google Drive / SharePoint / OneDrive document storage are not presented as available capabilities.
NAV partner data, invoice data and certificate sending
A configured organisation NAV connection supports company checks and incoming or outgoing invoice retrieval. Review and save imported data; NAV availability may involve a delay.
Sending an incoming invoice performance certificate requires your own active email connection and separate permission. This, personal proposal sending and the organisation’s shared service mailbox serve different tasks.
Availability and operating conditions
Personal outgoing accounts and the organisation’s one shared service mailbox serve separate purposes. Connections require configuration, provider authorisation and testing.
Available functions depend on your organisation’s setup and your permissions.
