Create Incoming Mail Server

1. Go to Setting->Configuration->Email->Incoming Mail Servers, and create

2. Give a Name, example: Incoming Gmail Server

3. Select Server Type as POP/IMAP

4. In Server Name field, give the hostname or the IP of the mail server, example: pop.gmail.com, imap.gmail.com

5. Add the Port number: 995(POP) and 993(IMAP)

6. Select SSL/TLS for encrypted connection

7. Add Username and Password of the account to be used

8. Under Actions to Perform on Incoming Mails: for Create a New Record ?select the appropriate process or object to make part of this server conversations, example: Invoice

9. Click on Test & Confirm, and save. If error occurs check for the Server Name or the Port that can be wrong

Creating Outgoing Mail Server

1. Go to Setting->Configuration->Email->Outgoing Mail Servers, and create

2. In Description field, give an appropriate name, example: localhost

3. SMTP Server, give the hostname or the IP of the SMTP server, example: smtp.gmail.com

4. Port as 465.

5. SSL/TLS in Connection Security, for the encrypted connection.

6. Username and Password of the account to be used through which the mails will be sent.

7. Click on Test Connection button to test the connection. On success save. For errors look for the SMTP Server or port.