In this module, you may add email integration that will allow the system to send email notifications.
To add, click the profile icon in the upper-right corner of the page. Select Administration. Go to Email Integration module then click the Add [+] button.
There are 2 Email Type options that will show:
1. Sign-in using Microsoft
2. Other Configuration
For option 1 instructions, please follow this link:
https://newaccount1614305916024.freshdesk.com/a/solutions/articles/69000853730
For option 2 instructions, please see below.
Once you select Other Configuration, this page will show:
Select company or select "ALL" for multiple companies.
In Server Information, enter your company name in Name. Enter description. In username, enter your email address then enter password from the app password.
To generate the app password, please follow this link:
https://newaccount1614305916024.freshdesk.com/a/solutions/articles/69000832795
In SMTP Email Settings, enter Server Host Name then tick the Active Box.
In Email Notifications
Select which of the following options you would like to send email notifications.
Once completed, Click TEST.
A pop-up confirmation message will show. Click YES to proceed.
Another pop-up confirmation message will show Connected. Click OK.
Select Send Test Email to confirm if your email is connected.
Enter Test Email details.
Click SEND.
A pop-up confirmation message will show, click YES to proceed.
Another pop-up confirmation message will show, click OK.
Check your email if you receive the test email.
View the test email.
Once confirmed, click SAVE.
A pop-up confirmation message will show, click YES to proceed.
Another pop-up confirmation message will show. Click OK.