Email Config & Templates
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. ...
AWS Email SMTP Setup
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) – ...
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. ...
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 ...