Team Password - Add Email

  • Last Created On Jun 27, 2023
  • 94
0 0

The screen used to manage the passwords created by employees and customers is of the Email type

Add Email

  • Step 1. At the Email tab -> click Add button 

  • Step 2. In the Add email page, fill in the requested details: 

    1. Enter the Name
    2. Select the Category
    3. Enter the Email type 
    4. Enter the Auth method
    5. Enter the Host
    6. Enter the Port
    7. Enter the User name
    8. Enter the Password
    9. Enter the smtp auth method
    10. Enter the smtp host
    11. Enter the smtp port
    12. Enter the smtp user
    13. Enter the smtp password
    14. Select the Relate to: Contract or Project 
    15. Enter the Notice 
    16. Select Attachments: used to attach the file, the shared client or employee can read this attachment.
    17. Add custom field
    18. Enable log: used to allow the system to save the history of accessing this password and display it on the General information screen of the View function.
Views: 94

Recent Articles

  • Synchronize data from Quickbooks to RISE...
    17
  • Synchronize data from RISE CRM to Quickb...
    20
  • Updated Feature in Version 1.0.3 of the...
    26
  • Connect with Quickbooks
    22
  • Client creates Appointments and Rates Ap...
    23

Popular Articles

  • Warehouse
    1709
  • Item Settings
    1390
  • General Accounting Settings
    1202
  • Mapping Setup
    1117
  • Inventory Receiving Voucher
    986