Team Password - Add Email

  • Last Created On Jun 27, 2023
  • 301
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: 301

Recent Articles

  • Labor Cost Calculation Guide
    67
  • Customizing Ticket Statuses in Customer...
    54
  • Convert to Invoice or Expense & Create I...
    78
  • Service Appointment in Field Service
    95
  • Work Orders in Field Service
    87

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3232
  • Warehouse
    2588
  • Item Settings
    2122
  • X (Twitter) Analytics
    1980
  • Plaid environment & Setup Your Bank Acco...
    1927