If you have configured VETtrak to send emails via your mail server, you may wish to set up your VETtrak Users/Staff to send email via their own unique email address.
These credentials are then managed within the Client Wizard where a person has been configured to be recognised as a Staff Member.
Related: This option will only function if your VETtrak system has had it's email settings configured - for information on how to do this, please view the article listed below:
When editing a Client that has been set up as a Staff Member, there is a unique section of the wizard dedicated to Staff Details:
Regarding Email settings for this Staff Member, there are two key areas on this screen:
- Email Signature provides an area to prepare a signature to be attached to staff emails, with formatting options for text and images.
- The Email Username/Email Password fields allow you to enter the full credentials set up for this user via your mail-server information. The Send Test Email button will then provide the option to attempt to send a dummy email and ensure that the details are correct.