General Settings → Mail Services → About the Mail Client
The primary functions of the Mail Client are e-mail submission and the E-mail Recorder feature:
The Mail Client accepts incoming e-mail messages and submits data from those messages as primary items. There are three types of e-mail submission:
Users with valid SBM accounts can submit primary items by e-mail as long as their account contains at least one e-mail address. You configure how the Mail Client handles HTML and attachments for e-mail submission in SBM Configurator; however, you establish e-mail submission for your SBM projects using the SBM Application Administrator. For details, refer to the SBM Application Administrator Guide.
You can automate item submission from external tools by sending properly formatted XML via e-mail messages to a specified e-mail address. For details, refer to the SBM Application Administrator Guide.
Uses the Mail Client, Notification Server, and external post transitions to submit items into external databases. For details, refer to the SBM System Administrator Guide. In general, orchestrations are the preferred method for automating submission of items. For guidance on using orchestrations, refer to the SBM Orchestration Guide.
The E-mail Recorder feature automatically attaches e-mail messages sent from external e-mail clients as notes to primary and auxiliary items. E-mail Recorder also attaches replies to these messages, which enables users to record e-mail discussions that pertain to these items. In addition, E-mail Recorder can automatically attach a notification reply to the item that generated the notification.
Notes that are created by the E-mail Recorder contain the To and CC contents of the incoming e-mail message in the Message Address Details section.
E-mail Recorder enables users to:
The reply must contain the [ttid: table ID,record ID] identifier and the To box must contain the name of the mailbox designated for the E-mail Recorder. This information is most easily provided when users select the Reply to All option in their external e-mail client.
By default, the To box contains the name of the mailbox designated for the E-mail Recorder and the subject line contains the [ttid: table ID,record ID] identifier. The reply is only attached to the relevant internal SBM items if the mailbox name and the identifier are left intact. The identifier can be specified in either the subject or body of the reply.
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