This feature makes it easier for users to send messages by setting in advance authorized senders and reply-to emails, thus making sure they are always valid. Users simply have to select the sender and the reply-to email from a list of valid choices, instead on typing it.

Activation is done at the company level, and configuration can be done either at the company level or at the project level for one or all communication types.



 Prerequiste
Have access to Account Management
Access Path
Activation and configuration at the company level: Account management > Accounts > Edit > Authorized senders
Configuration at the project level: Contact > Configuration > Messages > Authorized senders

How To

Activation

  1. Go to Account management > Accounts> Edit > Authorized senders.
  2. Check the Activate option.
  3. Choose how you want the sender information to be offered to users:
    • Predefine both name and email
      The name and email of the sender will be combined in the Sender's drop-down list.

    • Predefine email only
      Only the Sender email field will be predefined and offer a list of valid emails, while the Sender name will have to be entered manually.

    • Allow users manuel entry in email messages ("Other" choice)
      This option provides the user with the possibility of specifying another email, manually.


Configuration at the project level

  1. Go to Contact > Configuration > Messages > Authorized senders


Add a sender

  1. In the Senders section, click Add.
  2. Specify the project in which you want to use this sender - either in all projects or just one in particular.
  3. If you have selected a specific project, choose the communication type in which to use it - either all types or one in particular. 
  4. Specify the sender's name.
  5. Enter the sender's email.
  6. Click Add.


Add a reply-to email

Note that it's not mandatory to provide a reply-to email, as if there is none, the sender's email address is used by default.

  1. In the Reply-to emails section, click Add.
  2. Specify the project in which you want to use this email - either in all projects or just one in particular.
  3. If you have selected a specific project, choose the communication type in which to use it - either all types or one in particular. 
  4. Enter the email.
  5. Click Add.