Copying Email Connections

Owned by Stonebranch (Deactivated)
Jul 05, 2023

Overview

You can make copies of all Universal Controller records, including Email Connections, using the standard method for Copying a Record: selecting Insert on the Action menu.

However, you also can use the Copy action on the Email Connections Action menu or the Copy button in the Email Connections Details.
 

Note

If you use the Copy action or Copy button to copy an Email Connection, the Password field is cleared and the Use for System Notifications field is set to false in the Email Connection copy.

Copying One or More Email Connections from an Email Connections List

Step 1

From the Agents & Connections navigation pane, select System > Email Connections to display the Email Connections list.

Step 2

Locate the Email Connection(s) you want to copy (see Filtering).

Step 3

Copy the Email Connection(s):
 
Copy One Email Connection

  1. Right-click the Email Connection Name.
  2. On the Action menu, select Copy. A Copy Email Connection pop-up dialog displays.


3. Enter a new name for the Email Connection and, optionally, select any Business Services that you want the Email Connection assigned to.
4. Click Submit to create a copy of the Email Connection.

 
Copy Multiple Email Connections

  1. Ctrl-Click the Email Connections you want to copy.
  2. Right-click any of the selected Email Connections.
  3. On the Action menu, select Copy.
  4. On the Confirmation pop-up that displays, click OK. The copied Email Connections are added to the list, with - Copy added as a suffix to the Email Connection Name for each Email Connection. If an Email Connection with that - Copy name already exists, another copy is not created.

Copying an Email Connection from the Email Connection Details

Step 1

Select an Email Connection from the Email Connection list. The Email Connection Details for that Email Connection displays.

Step 2

Either:

  • Click the Copy button.
  • Right-click the Details to display the Action menu, and then click Copy.

A Copy Email Connection pop-up dialog displays.
 

Step 3

Enter a new name for the Email Connection and, optionally, select any Business Services that you want the Email Connection assigned to.

Step 4

Click Submit to create a copy of the Email Connection.

Copy Permissions

To copy an Email Connection, you must have both Read permission and Copy command permission for the Email Connection you are copying, in addition to having Create permission for the copied Email Connection.