FAQ
short answers to common questions.
Each answer links to the page with the details.
01Questions
Does Mail Desk work with Microsoft 365 or Outlook.com?
No, not in version 1.0. Those mailboxes need an OAuth sign-in, and Mail Desk 1.0 signs in with a password only (Microsoft).
Do I need the PHP imap extension?
No. Mail Desk has its own IMAP and SMTP client. It needs openssl and mbstring (Requirements).
Will my colleagues' mail programs suddenly show everything as read?
No. Syncing never marks mail as read. Only opening a conversation in Mail Desk sets the flag on the server (Never marks mail read).
Do replies from Mail Desk appear in my normal mail program?
Yes. Each sent message is saved in the mailbox's Sent folder on the server, when a Sent folder is mapped (Sent folder).
Does deleting a mailbox in Mail Desk delete mail on the server?
No. It deletes only what Mail Desk stored. The mail on the server stays (Pause or remove).
How far back does it import?
The last 30 days by default, set per mailbox; 0 imports all mail. Changing it after the first import does not fetch older mail (First import).
Can two people answer the same e-mail by mistake?
Mail Desk shows who replied last and who is viewing or writing a reply in the conversation right now, and conversations can be assigned (Who replied).
Can a staff member see only the e-mails assigned to them?
Yes, with the View own permission instead of View (View versus View own).
Does it work without AI?
Yes. AI is off by default and every feature except summaries, reply drafts and suggestions works without it (Optional AI).
Can the AI send e-mail?
No. A reply draft goes into the composer; a person edits and sends it.
Is e-mail sent to MIKODES?
No. Mail stays in your Perfex database and on your server. Only with AI switched on, and only when a person clicks an AI action, is the conversation text sent to the AI provider you chose (Your data).
Does it change Perfex's own tables or e-mail settings?
No. It adds its own tables and options. Perfex's own e-mail sending (invoices, notifications) is not changed.
Does it work with a table prefix other than tbl?
Yes, all tables use your Perfex table prefix. Multi-tenant (SaaS) Perfex installations have not been tested.
Does a lead get an Emails tab like a customer?
Not in version 1.0. Conversations are linked to leads and the badge opens the lead; to see all of a lead's conversations, click All e-mails with this lead in a conversation, which filters the Inbox by that lead (Leads).
If I restore a conversation from Trash, does the mail come back on the server too?
Yes. Restore (and Move to the inbox from the archive) moves the messages from the server's Trash or Archive folder back to its Inbox at the next sync, when Mail Desk knows where the server put them (What is copied back).
A colleague with "View own" on customers sees no customers in Mail Desk. Why?
Mail Desk follows Perfex's rights on customers and leads. Which customers Perfex counts as someone's own is not verified for this module, so "View own" on customers shows none rather than possibly too many. Give them Perfex View on customers if they should see them (Perfex rights).
What do the AI limits count?
Answered AI requests: each summary, reply draft, label and priority suggestion and connection test is one, whatever its length (Hard limits).