Difference between revisions of "Manage Imports"

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== '''List Imports''' ==
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=== In This Section ===
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This is where you can manage all imports within Spitfire, and create new imports.
 +
 
 +
== List Imports ==
 
From here you can list the Case/NCR imports and see if it is currently active.
 
From here you can list the Case/NCR imports and see if it is currently active.
  
== '''Create New Import (included Editing)''' ==
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== Create New Import (included Editing) ==
 +
 
 
'''Email Address'''<br />
 
'''Email Address'''<br />
 
Email Address used to send case reports from.<br />
 
Email Address used to send case reports from.<br />
 +
 
'''IMAP Server'''<br />
 
'''IMAP Server'''<br />
 
Use the format: {outlook.office365.com:993/imap/ssl}INBOX<br />
 
Use the format: {outlook.office365.com:993/imap/ssl}INBOX<br />
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'''IMAP Port'''<br />
 
'''IMAP Port'''<br />
 
IMAP Port, default is 993, also make sure you amend the IMAP Server above.<br />
 
IMAP Port, default is 993, also make sure you amend the IMAP Server above.<br />
 +
 
'''SMTP Server'''<br />
 
'''SMTP Server'''<br />
 
Use the format: outlook.office365.com<br />
 
Use the format: outlook.office365.com<br />
 +
 
'''SMTP Port'''<br />
 
'''SMTP Port'''<br />
 
SMTP Port, default is 25.<br />
 
SMTP Port, default is 25.<br />
 +
 
'''Username'''<br />
 
'''Username'''<br />
 
Username to use for both IMAP and SMTP servers.<br />
 
Username to use for both IMAP and SMTP servers.<br />
 +
 
'''Password'''<br />
 
'''Password'''<br />
 
Password to use for both IMAP and SMTP servers.<br />
 
Password to use for both IMAP and SMTP servers.<br />
 +
 
'''HTML Template'''<br />
 
'''HTML Template'''<br />
 
Default is case_report.html - only change if you have a bespoke template created by Support.<br />
 
Default is case_report.html - only change if you have a bespoke template created by Support.<br />
 +
 
'''Text Template'''<br />
 
'''Text Template'''<br />
 
Default is case_report.txt - only change if you have a bespoke template created by Support.<br />
 
Default is case_report.txt - only change if you have a bespoke template created by Support.<br />
 +
 
'''Assign Cases to Department'''<br />
 
'''Assign Cases to Department'''<br />
 
Assign cases to this department once they have been created.<br />
 
Assign cases to this department once they have been created.<br />
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'''Active'''<br />
 
'''Active'''<br />
 
Set to green if this import is active.<br />
 
Set to green if this import is active.<br />
 +
 
'''Default'''<br />
 
'''Default'''<br />
 
Set to green if this is the default import.
 
Set to green if this is the default import.
  
== '''Delete Import''' ==
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== Delete Import ==
 
This will delete the import, but leave all Cases/NCRs/etc. in-tact.
 
This will delete the import, but leave all Cases/NCRs/etc. in-tact.

Latest revision as of 11:24, 4 November 2021

In This Section

This is where you can manage all imports within Spitfire, and create new imports.

List Imports

From here you can list the Case/NCR imports and see if it is currently active.

Create New Import (included Editing)

Email Address
Email Address used to send case reports from.

IMAP Server
Use the format: {outlook.office365.com:993/imap/ssl}INBOX

IMAP Port
IMAP Port, default is 993, also make sure you amend the IMAP Server above.

SMTP Server
Use the format: outlook.office365.com

SMTP Port
SMTP Port, default is 25.

Username
Username to use for both IMAP and SMTP servers.

Password
Password to use for both IMAP and SMTP servers.

HTML Template
Default is case_report.html - only change if you have a bespoke template created by Support.

Text Template
Default is case_report.txt - only change if you have a bespoke template created by Support.

Assign Cases to Department
Assign cases to this department once they have been created.

Active
Set to green if this import is active.

Default
Set to green if this is the default import.

Delete Import

This will delete the import, but leave all Cases/NCRs/etc. in-tact.