Portal email

The Portal email setting (Like the System Emailing Feature)allows Portal users to send emails from within Call2field.

To access this, click your Username on the top-right and choose System Settings.

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

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


Microsoft

In order to use Microsoft emailing, first you need to set up microsoft emailing in your 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.