Differences

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

--- system_email [2022/03/28 12:11] – darryl
+++ system_email [2023/06/21 12:32] (current) – external edit 127.0.0.1
@@ Line 2: / Line 2: @@
 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)
@@ Line 14: / Line 24: @@
 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 [[SMTP]]
+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 |}}