Differences

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

--- system_email [2021/11/24 16:14] – 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.
-''Insert Image Here''
+{{ :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 |}}