Differences

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--- system_email [2021/11/24 16:07] – created gareth
+++ system_email [2023/06/21 12:32] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ==== System Email =====
-the system email settings are where you can enable and set up the ability to send emails within call2field, with this you can send reports, Calls and POs within call2field.
+System Emailing is used to send automated emails out of Call2Field, for instance when a Call is added via Customer Portal etc.
-''Insert Image Here''
+To access this, click your Username on the top-right and choose System Settings.
+{{ :system_settings.png?nolink&200 |}}
+When the System Settings Sidebar opens, select System Email.
+{{ :system_email_settings.png?500 |}}
 To set this up, you will need to first tick the "enable system emailing" option (otherwise anything you enter afterwards will not be used).
-After doing that, you can then enter the SMTP server and port info (this will differ depending on the email you are using e.g google or outlook)
+After that you will need to select the type of emailing. To set up the email, please follow the below instructions for each email type:
+=== SMTP ===
+After doing that, you can then enter the SMTP server and port info (this will differ depending on the email you are using e.g Google or Outlook)
+As for the email address and password, this will be whatever account you log into your emails with normally.
+{{ :system_email_settings_password.png?500 |}}
+After you have entered all of this info into the specified fields, click the save settings button and you will be able use the system emailing features.
+=== Microsoft ===
+{{ ::system_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.
+----
+For User specific emailing, please see [[email]]
+When you have made all the changed that you need to make, click the save button to save the changes.
+{{ :save_settings.png?200 |}}