Setting Up Email

You can email customers or supplies directly from Clik Service. 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.

This article will show you 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.

Then go to Communication > Outlook & Email.

Here, 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 emails will appear to come from one of Clik’s email addresses.

This means that if the recipient replies to these emails, the reply will never reach your systems.

To stop this from happening, we advise you to remove our SMTP settings 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.