Search through more than a hundred articles on every aspect of Agentcis

Sumeet Paudel
Written by Sumeet Paudel

Email Settings


Email setting has two main categories, Personal and Company. This page allows you to make general email settings like, assigning host email IDs and applying email signatures. Here, fields with “ * ” are mandatory. You can manage your company email from the email settings option and personal email from your profile section.


To manage your Company emails follow the steps below.


Step 1: Open settings from the top info bar.


Step 2: Click on the Emails option.


Step 3: To add multiple company emails click on the company email tab and click on the add button at the right corner of the page.


Step 4: Add a company email and Display Name.


Step 5: Click on Enable This Feature to start receiving the emails in the system.


Step 6: Select your required option from the Incoming Emails options. If you select Allow all inbox emails, all the emails that you receive in your inbox will also be available in your Agentcis inbox. If you select Allow only Agentcis associated emails, only those emails which are associated with Agentcis will be available in your Agentcis inbox. This means that only the emails sent from contacts saved in Agentcis will be shown.

Step 7: Go to the setting of your email service provider.

Note: If all the settings are not displayed in the desktop application, please use the web browser to access your email provider.


Step 8: Select Forwarding and Pop/IMAP option


Step 9: Click on Add forwarding address button


To set up a Personal Email follow the steps below

Step 1: Click on your profile picture in the Top Info Bar and select My Email Settings.


Step 2: Type in your email address and add a Display Name and click on save. Once you have done that the Agentcis Email field will show up. Left-click on the Agentcis email and it will be copied automatically.


Step 3: Click on Enable This Feature to start receiving the emails in the system.


Step 4: Select your required option from the Incoming Emails options. If you select Allow all inbox emails, all the emails that you receive in your inbox will also be available in your Agentcis inbox. If you select Allow only Agentcis associated emails, only those emails which are associated with Agentcis will be available in your Agentcis inbox. This means that only the emails sent from contacts saved in Agentcis will be shown.


Step 5: Click on Save.


Step 6: Go to the setting of your email service provider.

Note: If all the settings are not displayed in the desktop application, please use the web browser to access your email provider.


Step 7: Select Forwarding and Pop/IMAP option


Step 8: Click on Add forwarding address button


To set up the Email signature follow the steps below.


On the same email setting, you can set an email signature for both personal and company emails.


Step 1- In the emails section, you can see the Email Signature section.

Step 2- Set your email signature and click on the Save button.

Categories:
Tags: