The system E-mail settings page allows you to setup a default “FROM” address, from which all CRM email communications will be sent. To do this, select from the sidebar on the left side of the Home Page. Under Configuration you will see a menu for Email Settings. Click on the menu, and complete the following information.
System Email Settings
• Enter the Administrator’s E-Mail Server identification in the SMTP Server field along with the SMTP Port identifier.
• Enter the E-Mail login and Password for the Administrator
• Click on the Authentication checkbox if a username and password is required by your SMTP mail Server to send email on your behalf.
Email Templates
Auto-response e-mail messages can also be modified from this screen. Auto-responses templates are available for the following:
• Support Ticket • Support Thread • Support Error
• Activities • Task • Forgot Password
• Suggestion Box • Change Request for Profile • Change Request for User