Module: Mailbox Pro v1.0.6
Enterprise Outlook-style email management for BIXCRM
How to use in BIXCRM (daily operations)
- Sign in to the admin area with a role that includes Mailbox Pro permissions.
- Open Mailbox Pro (sidebar) or search for Mailbox Pro in the admin menu.
- Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
- Review Settings after upgrades — new options may need defaults for your company.
- Create or import master data first; most modules block transactions until masters exist.
- Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
- Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
- For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
- Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
- If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.
Admin menu — where to work
Open the Mailbox Pro section in the admin sidebar. Screens your staff may use (depending on role):
- Audit Logs
- Automation Rules
- Dashboard
- Email Accounts
- Email History
- Email Templates
- Legal Hold
- Mailbox
- Mailbox Pro - AI Assistant
- Mailbox Pro - Audit Logs
- Mailbox Pro - Automation
- Mailbox Pro - Email Accounts
- Mailbox Pro - Mailbox
- Mailbox Pro - Reports
- Mailbox Pro - Send Email
- Mailbox Pro - Settings
- Mailbox Pro - Shared Mailboxes
- Mailbox Pro - Templates
- Outgoing Queue
- Reports
- Settings
- Setup Wizard
- Shared Mailboxes
- Signatures
- Spam Filter
- Tags
Detailed guide — features, workflows, API & FAQ
v1.0.6 — Security & CodeCanyon Readiness
- IDOR protection — account and message access verified on all API endpoints
- Secure attachment downloads — authenticated controller; direct attachment folder access blocked
- Shared mailbox scoping — team members only see assigned shared mailboxes
- HTML sanitization on outgoing email save
- assign_team automation action implemented with shared mailbox selector
- Skill-based assignment uses staff
skill_tagscolumn - Complete uninstall — all migration tables dropped
- LICENSE.txt, documentation, CHANGELOG, build script for marketplace submission
Features
Email Client
- Outlook-style 3-pane mailbox (light/dark theme)
- Inbox, sent, drafts, archive, trash, spam, starred, custom folders
- Compose, reply, forward, drafts, scheduled send, bulk actions
- Advanced search, thread view, drag-and-drop attachments
Multi-Account & Sync
- Gmail, Outlook, Microsoft 365, Yahoo, Zoho, custom IMAP/SMTP
- OAuth + password authentication with encrypted credential storage
- Cron-driven IMAP sync, OAuth token refresh, health checks
Team & Shared Mailboxes
- Shared mailboxes with owner/member/watcher roles
- Auto-assignment: round-robin, load balance, skill-based, department routing
- SLA tracking with breach alerts
CRM Integration
- Auto-link emails to leads, customers, contacts, invoices, projects, tasks, tickets
- Email history tabs on customer and lead profiles
Automation & Productivity
- Rule engine with conditions and actions (move, assign, tag, ticket, task, archive, spam)
- Email templates with merge variables
- Per-staff signatures
Analytics & Compliance
- Open/click/reply tracking
- Dashboard, reports (CSV/Excel/PDF)
- Legal hold and e-discovery export
- Spam filtering with block/allow lists
- GDPR retention policies
AI Assistant
- OpenAI and DeepSeek integration (summarize, reply, translate, rewrite)
Requirements
- BIXCRM 3.2+ / Nasbix CRM 3.2+
- PHP 7.4+ (8.1+ recommended)
- PHP extensions:
imap,openssl,curl,json(optional:zipfor Excel export) - MySQL 5.7+ / MariaDB 10.3+ with InnoDB
- Server cron required for email sync and background jobs
Permissions
| Capability | Access |
|---|---|
| ------------ | -------- |
mailbox_pro_mailbox | Main mailbox UI, read/search messages |
mailbox_pro_send_email | Compose and send emails |
mailbox_pro_accounts | Personal email account management |
mailbox_pro_shared_mailboxes | Shared mailbox configuration |
mailbox_pro_templates | Email templates |
mailbox_pro_automation | Automation rules |
mailbox_pro_ai | AI assistant features |
mailbox_pro_reports | Reports and exports |
mailbox_pro_audit | Audit logs, legal hold |
mailbox_pro_settings | Module settings |
Cron Jobs
Registered via BIXCRM cron (run every 1–5 minutes recommended):
- IMAP email sync
- Outgoing queue processing
- OAuth token refresh
- Automation processing
- SLA breach checks
- Retention/cleanup policies
OAuth Provider Setup
Configure OAuth credentials in Mailbox Pro → Settings → OAuth.
Google (Gmail)
- Create a project in Google Cloud Console.
- Enable Gmail API and create OAuth 2.0 credentials (Web application).
- Set redirect URI:
https://yourdomain.com/admin/mailbox_pro/mailbox_pro_oauth/callback - Copy Client ID and Client Secret into module settings.
Microsoft (Outlook / M365)
- Register an app in Azure Portal → App registrations.
- Add redirect URI (same pattern as above).
- Grant IMAP/SMTP and offline_access scopes.
Yahoo & Zoho
Follow provider developer documentation. Enter credentials in Settings and connect from the account edit page.
Cron Jobs
All background tasks run through BIXCRM's main cron. Example crontab entry (every 5 minutes):
* * * * * php /path/to/bixcrm/index.php cron/index > /dev/null 2>&1
| Job | Purpose |
|---|---|
| Email Sync | Pull new messages from IMAP accounts |
| Outgoing Queue | Send pending/scheduled emails |
| OAuth Refresh | Refresh expired OAuth tokens |
| Automation | Process rule engine on new messages |
| SLA Check | Detect and alert SLA breaches |
| Retention | Apply GDPR cleanup policies |
Permissions
| Capability | Access |
|---|---|
mailbox_pro_mailbox | Main mailbox UI, read/search messages |
mailbox_pro_send_email | Compose and send emails |
mailbox_pro_accounts | Personal email accounts |
mailbox_pro_shared_mailboxes | Shared mailbox management |
mailbox_pro_templates | Email templates |
mailbox_pro_automation | Automation rules |
mailbox_pro_ai | AI assistant |
mailbox_pro_reports | Reports and exports |
mailbox_pro_audit | Audit logs, legal hold |
mailbox_pro_settings | Module settings |
Key Features
- Outlook-style 3-pane email client with dark mode
- Multi-provider IMAP/SMTP with OAuth
- Shared mailboxes with auto-assignment (round-robin, load balance, skill-based, department)
- CRM auto-linking to leads, customers, tickets, projects, invoices
- Automation rules with visual builder
- Email templates, signatures, internal notes
- Open/click/reply tracking
- AI assistant (OpenAI, DeepSeek)
- SLA monitoring, legal hold, e-discovery
- Spam filtering, web push notifications
- Dashboard widget and full reports
Security
- Granular RBAC with 10 permission groups
- CSRF protection on admin forms (OAuth callback and tracking pixels excluded by design)
- HTML sanitization via HTMLPurifier on display and outgoing save
- Encrypted password storage (CodeIgniter encryption library)
- OAuth state nonce validation (15-minute expiry)
- API rate limiting with audit logging
- Secure attachment downloads (authenticated, path traversal protected)
- Attachment type/size validation with blocklist
- Upload directories protected from directory listing
- Per-account and per-message authorization (IDOR protection)
Settings Overview
Configure in Mailbox Pro → Settings:
- General — sync interval, theme, default department for tickets
- OAuth — provider credentials for Gmail, Outlook, Yahoo, Zoho
- AI — OpenAI/DeepSeek API keys and model selection
- Tracking — enable open/click tracking, URL whitelist
- Notifications — browser push (VAPID keys auto-generated)
- Security — API rate limit, attachment limits, blocked extensions
- Retention — GDPR cleanup days for inbox, sent, archive, trash, logs
- Backup — export mailbox data as JSON
After activation — configuration checklist
- Go to Setup → Modules and activate Mailbox Pro.
- Open Mailbox Pro → Setup to run the first-time configuration wizard.
- Assign permissions under Setup → Staff → Roles.
- Ensure PHP imap extension is enabled on your server.
- Configure server cron to hit BIXCRM's cron URL every 1–5 minutes.
- BIXCRM 3.2+ / BIXCRM 3.2+
- PHP 7.4+ (8.1+ recommended)
- Extensions: imap, openssl, curl, json
- Optional: zip for native Excel report export
- MySQL 5.7+ / MariaDB 10.3+ (InnoDB, FULLTEXT support)
One-time setup (first time only)
- Setup → Modules → activate Mailbox Pro.
- Setup → Staff → Roles → assign Mailbox Pro permissions (view, create, edit, delete, approve, export, settings as needed).
- Open Mailbox Pro → Settings and complete company defaults, prefixes, integrations, and notification options.
- Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
- Enable BIXCRM cron (
php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs. - Optionally enable REST API / webhooks in module settings if you integrate external systems.
BIXCRM Knowledge Base — usage guide generated from module README and documentation.