Set Up External Email Settings

Set Up External Email Settings



Transcript:

Setting up external email addresses allows for contact users to send in work orders via email as opposed to logging in to the system. Only active contacts or HR users can send in external emails.

To generate an external email address, you will click on the Admin tab, scroll down to the Work Order Configuration category, and select External Email Settings. Here you will see a list of all the service locations. You may also see a list of Message Types that are assigned to each location. (If you don’t see any message types, you can skip ahead a little.)

The checkboxes under Client will create a contact user external email address. The checkboxes under Service Provider will create an HR user external email address. I’ll show you where to find these email addresses in a moment. For now, simply click the checkbox next to which message types you want to assign to the work orders being emailed in. Make sure to select a Contact recipient on the far right who should be able to see those work orders. Then click Save.

Once saved, simply go to the user’s profile and scroll to the Service Location Emails box. The external email address will appear next to the name of the service location. Each service location email can only be used by one user and will only create work orders for one location. Once this user sends in an email and if the email addresses match, it will generate a new work order.


    • Related Articles

    • Setting Up External Emails in CleanTelligent

      Introduction to External Emails External emails are the best way to connect other work order systems with CleanTelligent. If your clients prefer to submit work orders via email, this functionality is also a good resource for that.  For an even easier ...
    • Email Notification Templates

      Video Transcript For this video, we’ll show you how to create an Email Notification Template that can be assigned to multiple people, ensuring that everyone is equally informed. Start by clicking the Admin tab to get to the Service Provider ...
    • Email Notifications

      Video Transcript Your employees and contacts within CleanTelligent can receive email notifications when certain events happen. The steps for setting up notifications for an employee and contact are similar, they just have different events listed. In ...
    • Work Order Mobile App Settings

      Transcript: In this video, I will be showing you how to change the settings for receiving work order notifications on your CleanTelligent mobile application. Enabling and changing settings to fit your needs is important so that you are able to stay ...
    • Change Language Settings in Chrome

      Transcript: Changing the preferred language on your web browser will differ depending on which browser you use. We will be covering how to change the default language in Google Chrome and Mozilla Firefox. To change the language settings in Chrome, ...