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Email

Email Settings and System Mailbox

Where to find general settings for sending, synchronization, and templates.

Last updated 20 days ago

Go to System Settings → Settings → Email. Here you will find two tabs: System Mailbox and Email Synchronization.

The system mailbox is used for automated Hanna emails—such as notifications (e.g., Invoices, Tasks) or password recovery messages. The currently used address is displayed at the top of the tab. The default address ends with @hannacrm.app and functions without requiring DNS changes for your domain.

This tab also allows you to configure:

  • a general email signature;
  • a predefined header and footer;
  • a recipient for test emails;
  • a custom company sender address, if one has been set up.

Email Synchronization is designed to link incoming emails to records (such as Contactss, leads, or projects) and to manage attachment storage. These settings complement the mailboxes connected within user profiles.

Modify one group of settings at a time and verify the changes by sending a test email after saving. If you only wish to change the text of an automated email, go to System Settings → Email Templates.

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