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 ...
Email Piping is a feature in our CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure only 1 method (cPanel Forwarders or IMAP) depends on your requirements. On your mail server ...
You will need first to configure the Stripe Checkout payment gateway in order to use the Subscriptions feature. Please follow the Stripe checkout configuration guide by clicking here If you are using version older then 2.4.0, you will need to ...
When using AWS for email sending additional steps are required to perform in order to be able to send emails from our CRM. Follow the steps below to to configure SMTP with AWS. First make sure that you followed AWS Steps (1 and 2) – ...
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. ...