First, please ensure Email Importing is enabled for your SAM. Full Administrators can check via Settings > Email Importing Settings.
Email Importing for each SAM user:
- Access the user's Person record > Advanced Options > Edit Email Import Settings. Alternatively, the user can click Settings > My Email Importing Settings.
- Check the box for "Email Importing Enabled."
- Enter your username and password for your email account. When your email password is changed, you must modify your Email Importing Settings to reflect this change
- Click Save. It may take a minute or two to save because SAM will confirm that the information that you entered is correct. If you have put in the wrong username or password then SAM will alert you.
If you have a different email address other than "@YourAgency.org" or are using an email account through a different Email Server than the default, you will have to enter the Mail Server details. Follow the instructions below: 1. Follow steps 1 - 3. 2. Click Use Different Email Server from Default link located beneath the Save button. 3. Enter your email providers server details.
Please Note: The first run of Email Importing may take several hours. The minimum time between Email Importing runs is 60 minutes after the initial run. "