Differences

This shows you the differences between two versions of the page.

--- portal_email [2021/11/25 12:20] – created gareth
+++ portal_email [2023/06/21 12:45] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-===== Portla email =====
+===== Portal email =====
-The Portal email setting (Like the System Emailing Feature)allows Portal users to send emails from within Call2field
+The Portal email setting (Like the System Emailing Feature)allows Portal users to send emails from within Call2field.
-To set this feature up, in the system settings under the Portal email tab, tick the "enable Customer Portal Emailing" tickbox,
+To access this, click your Username on the top-right and choose System Settings.
-you will then need to fill out the SMTP info of the email provider that you use e.g google or outlook
+{{ :system_settings.png?nolink&200 |}}
-''insert Image here''
+When the System Settings Sidebar opens, select Portal Email.
+To set this feature up, in the system settings under the Portal email tab, tick the "enable Customer Portal Emailing" tickbox.
+There is then a dropdown with three options for emailing types. SMTP, Microsoft and System Emailing.
+=== SMTP ===
+If you choose SMTP Emailing You will need to fill out the SMTP info of the email provider that you use e.g google or outlook
+{{ :portal_email.png?600 |}}
+from there you will then need to fill in the Email address and password of the email account you want to send the emails from.
+be sure to tick the SSl option if needed
+{{ :portal_emal_ssl.png?600 |}}
+----
+=== Microsoft ===
+{{ :portal_email_microsoft.png?nolink&600 |}}
+In order to use Microsoft emailing, first you need to set up microsoft emailing in your [[email|account settings]].
+Once that has been set up, you can sign in using your microsoft account and follow the instructions on the Microsoft sign in page.
+----
+The Last section to fill in is the "Email to' section, this is where you'll specify who these email are being sent to.
+Once all this info has been filled in, you can save it by clicking the "save settings" option on the right side of the window.
+{{ :portal_email_save.png?600 |}}