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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.

Categories

  • Checklists
  • Examples
  • General settings
  • Message templates
  • Choosing recipients
  • Automation via workflow action
  • Automation via alert
  • Manual sending
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