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system_email [2023/06/21 12:32] (current) – external edit 127.0.0.1
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 +==== System Email =====
  
 +System Emailing is used to send automated emails out of Call2Field, for instance when a Call is added via Customer Portal etc.
 +
 +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 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 |}}
system_email.1637770459.txt.gz · Last modified: (external edit)

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