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Email: settings
Go to email settings by clicking the relevant icon on page "Emails":
Accounts (available to CRM administrators only)
You can add your company email accounts here:
Send email messages with your personal signature. This option is available to any user, even the one using a generic email account for several users:
1 — select the account to apply settings to;
2 — enter the text to be shown as "Sender name";
3 — enter and arrange the text of signature;
4 — enable signature in any email sent by this user from this account;
5 — add "Call from browser" link to the signature text (telephony service must be activated):
6 — highlight all messages opened by recipients (please note: some mail clients used by your recipients do not support this function). This rule will become effective after it is activated and will only concern the outgoing messages sent afterwards:
You can set automatic processing rules for incoming messages:
Any user can create customized email folders to group messages and attach messages to folders right in the list of emails:
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