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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Email Settings

Email settings are setup on a user basis. To change your email settings click on the option button on the menu toolbar list. Then click on the "Email Settings" button

Email Settings Menu

Email Folders

If you wish to send your emails via your Outlook account click on the MAPI radio button.

MAPI Radio Button

If you wish to send your emails via SMTP, you must set the email settings and SMTP server

Email Settings

Using the editor you can define a standard template that will be used every time you send an email. The editor will create a HTML template which can include graphics, colours and fonts.

Click on the Save button to save your changes

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