Server Settings/E-mail Settings & E-mail Templates
From Commence CRM-Help
On the System Email Settings page you can name a default address from which all On Demand email communications will be sent, as well as customize the default email templates.
1. Select Administration from the Quick Links menu.
2. Select Configuration from the Administrator menu.
3. Select Email Settings. The Email Settings page displays.
4. Click the System Email Settings tab.
System Email Settings
To establish the system email settings, complete the following:
- From/To Reply Address:
- Outgoing Mail Server (SMTP):
- Outgoing Server Port (SMTP):
- Use the following type of encrypted connection:
- Outgoing Server (SMTP) Requires Authentication: Check this box if a username and password is required by your SMTP mail server to send email on your behalf. Complete the Username and Password fields if they're required.
Email Templates
Auto-response email messages can also be modified from this screen. Auto-responses templates are available for support messages, activities and task messages and general change request responses:
- Support Ticket
- Support Thread
- Support Error
- Activities
- Task
- Forgot Password
- Suggestion Box
- Change Request for Profile
- Change Request for User
To customize the message:
1. Click on the respective template name. The Email Template Details screen displays.
2. Enter a subject title in the Subject field.
3. Enter the custom message in the Body field.
4. Click Save.