How do I set up my default email address and display name?
If you use Connect to send email from a Connect application to a customer, vendor, and so on, you can set up a default email address and display name that Connect will use as the sender on all emails generated by Connect.
Setting up my default email address and display name
1. Open Connect System Management > Organization > Organization.
2. Click to select the Email/Notifications tab.
3. Find the section titled Email Options.
Email Options
4. In the Sent From field, enter the email address that Connect will use to send email.
Example: Admin@CityABC.org
5. In the Display Name field, enter the text that you want to display in the From field.
Example: City ABC
6. In the Process Time field, enter the time when you want to send bulk email.
7. Click Save (CTRL+S).
The default email address and display name is saved.
Sending a test email
After you set up your default email options, you can send a test email. The test email will check if the default email options are set up correctly. When you receive the test email, you should see your display name in the From field. When you click on the From field or send a reply email, you should see the email that was saved in the Sent From field.
To send a test email, click Test Queue Service.
Test Queue Service button
Note: It may take a few minutes to receive the test email. If you do not receive a test email, check the Sent From email and try again. If the test email does not arrive, contact your Client Relationship Manager (CRM) at (800) 243-8275.
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