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Email/SMTP Configuration
You will need to configure SMTP settings for Our CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from Our CRM for all emails that will be sent. In order to configure the send email ...
Setup Ticket Form
Embeddable ticket form in Our CRM is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this ...
Email Templates
To set up email templates navigate to Setup -> Email templates and change the content according to your needs. You can set up a general email signature in Setup-> Settings-> Email, this signature will be used on all email representing your company. ...
Configure email with Google OAuth 2.0
Starting from version 3.0.5, you can configure a general Google email using OAuth 2.0, to do this on your our CRM installation follow the steps below. Go to the Google Developer Console. Create a new project. You can also select an existing project. ...
Send Invoice to Email
Our CRM has the option to send this invoice to a customer which is related. Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF After sending the invoice to ...