Set Up Email Preferences

Use the Email tab of General System Settings to configure system-wide email message options. Identify your company’s email servers and passwords so that Ajera CRM can send email messages for alerts or errors.

To set up email preferences, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > System Settings.
2. On the General System Settings form, click the Email tab.
3. Complete or modify the fields on this tab.
4. Click Send Test Email to Default Help Desk to check your settings and send a test email to the default help desk that you specified.
5. Click Save.