Set Up Email - CS

In Clik Service, 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.

For details on how to get set up with the Office 365 email integration, please see this support article.

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 emails 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.

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 you're 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.

February 2018