Need to send emails from group email accounts?

Hello Sugar Devs!

My name is Patrick Sullivan and I am SugarCRM’s Escalation Manager. I live in Pennsylvania, USA and began my career at SugarCRM in 2015 as part of the Support team. As the Escalation Manager, my job is to drive resolution of critical customer issues by working across all departments at SugarCRM, especially Technical Support, Technical Account Management, Professional Services, and Product teams. In short, I make sure problems are solved and stuff gets done.

Back in the Sugar Fall '17 release (also known as 7.10) we introduced a brand new Emails module built using the Sidecar framework. While the new Emails module introduced a lot of new functionality, we did not include an existing feature related to Outbound Email Accounts, specifically Group Mail Accounts, that some existing Sugar customers relied on.

Per our documentation, group inbound email accounts allow multiple users, such as team members, to view emails from an external mail account.  We often see customers configure group inbound mail accounts for support, sales, and similar functions. In Fall ’17 and later versions of Sugar, it is very easy to set up group mail accounts for incoming email and allow many users the ability to access the inbound email.  For outbound email, the outbound email accounts must be configured for each individual user separately, providing for more granular access control.

Some of you missed the ease of deploying outbound email account configuration to multiple Sugar users at once. If we are talking about you then have no fear! Enrico Simonetti, Senior Technical Account Manager, has created an open source solution to allow Sugar administrators the ability to deploy outbound email accounts to entire teams with just a few clicks of the mouse. Go Enrico!

Accessing the Code

You can find the code for this solution in the Sugar Labs github account at:

https://github.com/sugarcrmlabs/OutboundEmailsDeployer

All you need to do is download the files, compile it into a module loadable package, and install it to your Sugar instance via Module Loader!

Please note that this code is provided as-is under the Apache 2.0 license.

Using the Deployer

Once you have installed the code, you will need to clear your browser cache.  After doing so, you will see a new section in your instance’s Admin panel called Outbound Group Email Account Deployer:

Opening the deployer will take you to a new page where you have several dropdown lists for selecting the applicable email account, the team to which you want to deploy the email account, and a list of all of your currently-deployed accounts.

For more instructions, you can find the deployer’s documentation at:

https://github.com/sugarcrmlabs/OutboundEmailsDeployer

If you have any questions, feel free to comment on this blog post, but please remember that this solution is being provided as-is.

Roadmap

This feature is under consideration to be included as a standard fully supported feature in a future Sugar release. Please leave feedback below if you find this feature useful!