Search Knowledge Base Articles

  • Email Queue

    16-09-2020 07:20:42
    We have added a feature for email queue to speed up the email sending process. A very common issue is when the system is sending a lot of emails, eg when a new comment on task, or task status is changed, the system will send an email to tas...

  • Email Templates

    16-09-2020 07:22:37
    To set up email templates navigate to Setup -> Email templates and change the content according to your needs.You can set up a general email signature...

  • Email/SMTP Configuration

    16-09-2020 07:26:29
    You will need to configure SMTP settings for Perfex CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from Perfex CRM for all emails that will be sent. In order to con...

  • AWS Email SMTP Setup

    16-09-2020 07:27:34
    When using AWS for email sending additional steps are required to perform in order to be able to send emails from Perfex CRM. Follow the steps below to to configure SMTP with AWS. First make sure that you followed AWS Steps (1 and 2) &...