Company external email address settings
This option is used when notifications for external contacts should be sent from one company email address that is shared by several (or all) employees. This approach is most commonly used by support teams, where team members are anonymous and speak with clients on behalf of the organization.
If you need each employee to communicate with external contacts from their own personal email address (including personal company email addresses) you must use the employee external email address settings instead.
Company external email address settings are found in Account management / Email / Outgoing messages / Company external email addresses:
When you choose this option, you see a list of email addresses from which the company can send messages from Planfix. By default, this list is empty. You can add external email addresses:
Clicking the Add external email address button opens a window with email account settings. In this window, you can select the default settings of one of the popular mail services or enter data for another email server (including a company email server):
In addition to adding the details needed to send emails from an external email server, you can also select additional options in this window.
For example, you can limit access to email addresses you've created by granting access only to selected employees or groups:
Important
- You must test your settings by clicking the Test account button. If the test isn't successful, you can't save your changes and Planfix won't be able to send messages to counterparties.
- Additional steps may be needed to configure a Gmail MX record.
Using external company email addresses
You can specify projects for which a certain email address should be used in your company email address settings:
