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 mailserver 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.