Email Functionality

EDITION: Standard and Enterprise

RESOLUTION

SARA is designed to manage all communications with customers in one centralized application. There is one default email setup for the overall account along with the option to setup a separate email for each company. These dedicated email accounts send and receive emails via relay using SMTP and IMAP connections.

1. Email integration and setup

2. Email IP addresses

3. Email display name

4. Email signature

5. Email creation - 3 methods for sending emails to customers

6. Errors sending emails - Home screen

7. Auto-generated email errors, trouble-shooting and reprocessing

8. Testing email settings

9. Mail Retrieval - errors on incoming emails (Admin Settings & Utilities Mail Retrieval)

10. Auto filing emails

11. Unfiled emails and how to file unfiled emails

12. Contacts for email

13. Merge fields or snippet codes for emails

14. Email and other communication templates

15. Communication template contact options