It is necessary for the administrator to configure the system wide outbound email settings for email to be sent from crm.me. Individual users can then also configure their outbound email settings and signature.
Changing your users email settings
To access your users email configuration settings you can do the following:
- Click your username in the top right of the screen and select My Profile from the dropdown menu
- On the my Profile page hover over the Configuration button and select Email from the dropdown menu
Changing another users email settings
In order to change the email settings of other users you must have access to the Users module.
- Click the Gear symbol in the top right of the screen and select Users from the dropdown menu
- Click on the user you wish to modify
- On the users profile screen hover over the Configuration button and select Email from the dropdown menu
User Email Configuration Screen
| From Name | By default, your First and Last name will be pulled from your My Profile Area. This is the Name that the email will appear as coming from. |
| From Address | By default, your email address will be pulled from your My Profile Area. This is the Email address that the email will appear as coming from. |
| Reply To Name | Enter a reply to name if different than your From name. |
| Reply to Address | Enter a reply to email address if different than your From address. |
| Custom Outbound Email Settings | Check to enter your own personal outbound email settings if you do not wish to use the system outbound SMTP settings. |
| Email Signature | You can create your own email signature that will appear at the bottom of emails you create from crm.me (this can be modified on each email). |
FAQs
Q. Can I include images in my signature?
A. It is not possible to upload images to your email signature in crm.me therefore if you wish to include images for example to a social feed for your company then you should specify the image source url from where the image you want to include can be downloaded. You will need to specify this in the source view of the email signature which you can access by clicking on the </> button to access the html. Here is an example which displays a twitter icon image held at the url http://crm.me.com/img/twitter_image.jpg with a link to the crm.meCRM twitter page https://twitter.com/crm.meCRM:
| <p> Ross Peetoom </p> <p> <a href="https://twitter.com/crm.meCRM"><img src="http://crm.me.com/img/twitter_image.jpg" alt="follow us on twitter"></a> </p> |
Comments