General settings
- What are the Email/SMS global settings?
- How to set up/edit the default 'from name' on emails.
- How to set up/edit the default 'from address' on emails.
- How to set up/edit the 'default signature' on emails.
- Email/SMS global settings: Mail server
- How to send emails via an Exchange 365 mail connector.
- When do e-mail / SMS messages start to send?
- How to create your own e-mail signature.
- How to create a new contact
- How to denote a client field as holding the e-mail address/mobile number for e-mail/SMS sending purposes.
- How to denote a field as holding the mobile number for SMS purposes.