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| == Configuring external email addresses == | | == Configuring external email addresses == |
| This option is used if notifications are to be sent from a personal (including personal corporative) user address. The setting is done in the user's personal card, "Work with e-mail" tab:
| | Configuration can be done in '''Account Management / Email / Outgoing messages'''. Detailed instructions on configuring emails for employees and companies can be found here: |
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| https://pic.planfix.ru/pf/uW/cV2LZQ.jpg
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| Activating the checkbox, you will be able to enter your mailbox data:
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| https://pic.planfix.ru/pf/ry/q6aSzw.jpg
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| == Setting for the whole account ==
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| In some cases, it is necessary that certain members of the account interact with the outside world through one email address and one universal signature is added for them. For example, this approach is often used in the organization of the support service - the user works with an impersonated operator and is not attached to specific employees.
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| It can be set in Account management. This can be done only by account owner. Checkbox Send outgoing mail via corporative server is in the Corporative server tab:
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| https://pic.planfix.ru/pf/Sp/NeXEX2.jpg
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| After it is activated, the fields for entering the data of the mail server and the account become available.
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| == Important==
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| *'''Testing settings is necessary''', click on the "Test account" button. If the test fails, you can not save these changes, otherwise Planfix will not be able to send messages to your contractors.
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| *'''You may need [[Using Google mail accounts | additional actions]] to set up Gmail'''
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| *'''If sending mail is set both at the account level and at the level of a particular user, then the settings at the user level will work. .''' This allows to use a common mail address (setting it up at the account level) for a part of employees, and personal addresses (having set them up in personal cards of employees)- for the other part in the same account.
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| *'''Sending messages from external mailboxes is possible only for paid and premium accounts.''' Users on a free package will not be able to use this functionality, their emails will be sent from the internal mail address in Planfix.
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| *'''For new Planfix accounts, these features will be available during the trial period, so they can test their application for their situation. If after the end of the trial period the account goes to a free package, the letters will begin to be sent from the internal mail address in Planfix.
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| *'''The specified settings only affect the outgoing mail.''' Incoming messages must be forwarded to [[How to set task via email? | internal mail address in Planfix]]. More information about the organization of this work you can read[https://blog.planfix.ru/otpravka-pochty-s-korporativnyx-adresov/ here]. (Russian only)
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Planfix can send email notifications from external email addresses. You can configure these emails at the user level (from an employee's external email address) or at the account level (from a company's external email address).
This feature is most commonly used to create the scenario where your clients, partners, and/or contractors get emails from company or personal email addresses, as they're used to, and you do all of your work in Planfix.
Configuring external email addresses
Configuration can be done in Account Management / Email / Outgoing messages. Detailed instructions on configuring emails for employees and companies can be found here:
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