|
| 1 | +--- |
| 2 | +title: Email Accounts Management |
| 3 | +description: Learn how to manage email accounts in Django CRM, including viewing account details, |
| 4 | + monitoring synchronization status, and understanding the main account logic for CRM mailing and mass mailing campaigns. |
| 5 | +--- |
| 6 | + |
| 7 | +# Email Accounts Page in Django CRM |
| 8 | + |
| 9 | +The **Email Accounts** page in Django CRM is the control center for configuring and monitoring all |
| 10 | +email channels used for client communication, CRM mailing, and CRM email marketing campaigns. |
| 11 | + |
| 12 | +Django CRM supports integration with any email provider that works via SMTP and IMAP protocols, |
| 13 | +including services such as **Gmail**. |
| 14 | +This enables reliable two-way synchronization for both individual correspondence and large-scale mass mailing operations. |
| 15 | + |
| 16 | +--- |
| 17 | + |
| 18 | +## What You Can See on the Email Accounts Page |
| 19 | + |
| 20 | +All connected and assigned email accounts are displayed in a structured table. |
| 21 | +This overview provides operational transparency for your CRM mailing and mass mail activities. |
| 22 | + |
| 23 | +The table allows you to quickly identify: |
| 24 | + |
| 25 | +- **Accounts assigned to you** |
| 26 | + A complete list of email accounts you are authorized to use. |
| 27 | + |
| 28 | +- **Default account for customer communication** |
| 29 | + The account currently designated by the CRM as the primary one for outgoing correspondence. |
| 30 | + |
| 31 | +- **Automatic synchronization status** |
| 32 | + Indicates which accounts have IMAP synchronization enabled. |
| 33 | + This is especially important for importing incoming emails that contain tickets and automatically linking them to CRM records. |
| 34 | + |
| 35 | +- **Daily sending activity** |
| 36 | + |
| 37 | + - Timestamp of the last email sent |
| 38 | + - Total number of emails sent on that day through each account |
| 39 | + This helps you monitor workload distribution and detect unusual activity during mass mail campaigns. |
| 40 | + |
| 41 | +- **System notifications** |
| 42 | + CRM displays notifications related to: |
| 43 | + |
| 44 | + - Errors during a mass mailing or CRM email marketing campaign |
| 45 | + - Successful completion of a mailing campaign |
| 46 | + |
| 47 | +This operational visibility allows you to assess performance and reliability of each account used for CRM mailing. |
| 48 | + |
| 49 | +--- |
| 50 | + |
| 51 | +## Viewing Detailed Account Information |
| 52 | + |
| 53 | +To access extended information, click on a specific email account in the list. |
| 54 | + |
| 55 | +The detailed view may include: |
| 56 | + |
| 57 | +- Login credentials (visible depending on permissions) |
| 58 | +- SMTP and IMAP configuration parameters |
| 59 | +- Synchronization settings |
| 60 | +- Account usage statistics |
| 61 | + |
| 62 | +This section is particularly useful when troubleshooting issues related to mass mail, |
| 63 | +CRM email marketing campaigns, or email import errors. |
| 64 | + |
| 65 | +--- |
| 66 | + |
| 67 | +## Important Configuration Notes |
| 68 | + |
| 69 | +### 1. Administrative Access Required |
| 70 | + |
| 71 | +Correct configuration of SMTP and IMAP parameters requires technical expertise. |
| 72 | +If you need to modify email account settings, contact your CRM administrator. |
| 73 | + |
| 74 | +Improper configuration may lead to: |
| 75 | + |
| 76 | +- Failed CRM mailing campaigns |
| 77 | +- Broken synchronization |
| 78 | +- Email delivery errors |
| 79 | +- Incomplete ticket imports |
| 80 | + |
| 81 | +--- |
| 82 | + |
| 83 | +### 2. Main Account and VIP Logic |
| 84 | + |
| 85 | +Django CRM applies a specific rule for the **main email account**: |
| 86 | + |
| 87 | +- The main account is used for sending mailings **only to recipients marked as VIP**. |
| 88 | +- If your selected audience for a mass mailing contains no VIP contacts, emails will **not** be sent |
| 89 | + through the main account — even if it is authorized for use in CRM email marketing. |
| 90 | + |
| 91 | +This rule ensures priority handling of strategic clients and prevents misuse of primary communication channels. |
| 92 | + |
| 93 | +--- |
| 94 | + |
| 95 | +## Best Practices for CRM Mailing and Mass Mailing |
| 96 | + |
| 97 | +To ensure stable CRM email marketing operations: |
| 98 | + |
| 99 | +- Regularly monitor sending statistics for each account. |
| 100 | +- Verify synchronization status for accounts responsible for ticket processing. |
| 101 | +- Check CRM notifications after every mass mail campaign. |
| 102 | +- Coordinate with your administrator before modifying account settings. |
| 103 | +- Confirm VIP tagging before launching a campaign that depends on the main account. |
| 104 | + |
| 105 | +--- |
| 106 | + |
| 107 | +## Related Topics |
| 108 | + |
| 109 | +For more information, see: |
| 110 | + |
| 111 | +- [Mass Mailing Management](managing-mass-mailings.md) – How to create and launch a mass mailing campaign in CRM |
| 112 | +- [Managing Company Contacts](contact-management.md) – How VIP status affects CRM mailing logic |
| 113 | + |
| 114 | +--- |
| 115 | + |
| 116 | +The Email Accounts page is a critical operational module in Django CRM. |
| 117 | +Properly configured accounts ensure reliable CRM mailing, accurate ticket synchronization, |
| 118 | +and effective CRM email marketing performance. |
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