Settings Reference
This page provides a comprehensive guide to all settings available in the Mailbox module. Access these settings by navigating to Setup โ Settings โ Mailbox Settings (admin only).
Email Threadingโ
Setting: Enable Email Threading
Groups related emails (replies, forwards) into conversations, similar to Gmail's threading feature.
| Option | Description |
|---|---|
| Yes | Emails are grouped into conversation threads. When you click on an email, you'll see all related messages in a collapsible thread. |
| No | Emails are displayed in a flat list without grouping. |
Default: Enabled
Check Every (Minutes)โ
Setting: Check Every
How frequently the cron job should check for new emails from your IMAP server.
Options: Number of minutes (minimum: 3)
| Frequency | Recommended For |
|---|---|
| 3-5 minutes | Active email accounts that need quick updates |
| 10-15 minutes | Normal business use |
| 30+ minutes | Less critical accounts or to reduce server load |
This setting requires your Perfex CRM cron job to be properly configured. See the Cron Job Configuration section below.
Default: 5 minutes
Feature Settingsโ
Archive Featureโ
Setting: Enable Archive Feature
Allows users to archive emails to keep the inbox clean while preserving important messages. Archived emails are moved to a separate Archive folder but remain accessible.
Default: Enabled
Snooze Featureโ
Setting: Enable Snooze Feature
Allows users to temporarily hide emails and have them reappear at a specified time. Perfect for emails that need attention later.
Default: Enabled
Keyboard Shortcutsโ
Setting: Enable Keyboard Shortcuts
Enables keyboard shortcuts for quick email actions, improving productivity for power users.
Available Shortcuts:
| Shortcut | Action |
|---|---|
Ctrl+A | Select All |
Delete | Delete selected emails |
R | Reply to email |
A | Archive email |
S | Star/Unstar email |
I | Mark as Important |
C | Compose new email |
Default: Enabled
Auto-mark as Read on Previewโ
Setting: Auto-mark as Read on Preview
Automatically marks emails as read when viewed in the preview pane or single email view.
This is a global setting. Individual staff members can override this in their personal Mailbox Config settings.
Default: Enabled
Sync Settingsโ
Maximum Emails per Syncโ
Setting: Maximum Emails per Sync
Limits the number of emails processed per cron run to prevent server overload and timeouts.
| Value | Recommended For |
|---|---|
| 50-100 | Normal servers |
| 200-500 | Powerful servers |
| 0 (unlimited) | Very powerful servers only |
Default: 0 (unlimited)
Sync Timeout (seconds)โ
Setting: Sync Timeout
Maximum time allowed for email synchronization before the process times out.
| Value | Recommended For |
|---|---|
| 300 seconds (5 min) | Standard for most installations |
| 600 seconds (10 min) | Large mailboxes or slow connections |
| 1800+ seconds (30+ min) | Very large initial syncs only |
Default: 300 seconds (5 minutes)
UI Settingsโ
Auto-refresh Interval (seconds)โ
Setting: Auto-refresh Interval
Automatically refreshes the inbox at the specified interval to show new emails without manual refresh.
| Value | Recommended For |
|---|---|
| 60 seconds (1 min) | Active email accounts |
| 300 seconds (5 min) | Normal use |
| 0 (disabled) | Manual refresh preference or reducing server load |
Auto-refresh only works when the mailbox page is open in your browser.
Default: 0 (disabled)
Show Sender Avatarsโ
Setting: Show Sender Avatars
Displays sender avatar images in the email list (if available). Avatars are sourced from:
- Staff member profile photos (if sender is a staff member)
- Contact photos (if sender is a contact)
- Gravatar (based on email address)
- Generic avatar icon (fallback)
Default: Enabled
Advanced Featuresโ
Enable Email Rulesโ
Setting: Enable Email Rules
Allows users to create custom email filtering rules for automatic email organization. Rules can automatically tag, move, archive, or perform other actions on emails based on conditions.
Default: Enabled - See the Email Rules guide.
Enable Multiple Tags per Emailโ
Setting: Enable Multiple Tags per Email
Allows assigning multiple tags/labels to a single email for better organization and categorization.
Default: Enabled
Enable Advanced Searchโ
Setting: Enable Advanced Search
Shows advanced search options with filters for From, Subject, Body, Tags, Date, Read Status, and more.
Default: Enabled - See the Advanced Search guide.
Enable Enhanced Bulk Actionsโ
Setting: Enable Enhanced Bulk Actions
Enables advanced bulk actions like select all, mass archive, mass delete, mass tag, etc.
Default: Enabled
Cron Job Configurationโ
The Mailbox module requires a properly configured cron job to fetch emails from your IMAP server. Without a cron job, emails will not be synced automatically.
Cron Command:
*/5 * * * * php /path/to/perfex/index.php cron/index
Configuration Steps:
- Access your server's cron configuration (via cPanel, SSH, or hosting control panel)
- Add the cron command above, adjusting:
- The frequency (
*/5= every 5 minutes) - The path to your Perfex installation
- The frequency (
- Save the cron job
Verification:
- Check Utilities โ Activity Log for email sync activity
- Use the Manual Sync button in Settings to test immediately
- Navigate to Setup โ Settings โ Cron Job for Perfex's cron settings
- If emails aren't syncing, verify the cron job is running
- Check Activity Log for error messages
- Ensure the cron user has proper permissions
- Verify the path to
index.phpis correct
Notesโ
- Admin Only: All settings on this page are admin-only. Regular staff members cannot modify these settings.
- Per-Staff Overrides: Some settings (like "Import Only Unread Emails" and "HTML Rendering") can be overridden by individual staff members in their Mailbox Config.
- Default Values: Most features are enabled by default for the best user experience.
- Performance: Adjust sync settings based on your server capacity and email volume.
- Compatibility: Settings are backward compatible. Disabling a feature won't affect existing data.