Encompass CRM 21.4 February Service Pack: Feature Enhancements

This section discusses the updates and enhancements to existing features, or settings that are provided in this release.

Email

Starting with this release, Encompass CRM administrators have the ability to optionally define two email addresses in addition to the login email address:

  • Sending Email Address: From which marketing content will be sent

  • Email Reply Address: To which customers can reply from the emails sent to them

By default, the login email address will be used for all three email addresses.

  1. Log into Encompass CRM as an administrator and click Site Admin.

  2. Click Users.

  3. Click the view/edit link corresponding to the user for whom you want to define the email addresses.

  4. Click the Edit button.

  5. Click the Email Configuration panel to expand it.

  6. Note that the fields listed in the Email Configuration panel are blank by default. In this scenario, marketing emails are sent from, and the clients’ replies to the user’s marketing content will be sent to, the email address used to log into Encompass CRM.

    1. In the Sending Email Address field, type the email address from which your user wants to send their marketing content.

    2. In the Email Reply Address field, type the email address to which replies to your user’s marketing communications will be sent.

  7. Click the Save button.

ECRME-11061
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