In Clik Service v4 you can email customers or supplies directly from your software. This will help you in configuring email templates to send directly to contacts through the CRM module, with full traceability of email communications and email history in individual modules.
Here's how you can set that up.
You will need:
- Pop3 or SMTP email account.
- Account settings such as username, password and mail server address. (If you do not know your email settings then whoever manages your email will be able to provide these for you).
Setting Up Your Email Settings
- First, go to settings > settings > communication > outlook & email where you will be able to configure the SMTP settings to use your own email server to send emails.
By default Clik Service has mail server settings enabled to allow you to trial the benefits of sending email directly through Clik. This, however, is not a long term solution as you may find that when you send emails via Clik this way, it will appear to come from one of our email addresses.This will then mean that if the recipient replies to any such communication the email would never reach your systems.
This will then mean that if the recipient replies to any such communication the email would never reach your systems.To
To safeguard this from happening we advise you remove our SMTP settings, found at the bottom of the settings window, and replace them with your own. If your unsure how to do this then speak to whoever manages your email settings.
In most situations a generic email address would be best to use as the SMTP settings are a global setting rather than user specific. We would advise using something like ‘sales@’ or ‘info@’ for the account settings.
Once the SMTP email settings have been configured and saved you are able to change the from address for individual users when you next send an email.