You Ask, We Deliver
You can now set your client facing emails sent from the system to display your own email address in the ‘From:’ field instead of firstname.lastname@example.org.
We had many requests for this and we just wanted to let you know that we heard you, and we’re here to deliver.
This customization applies to the following client facing emails
- CRM Campaigns
- Workflow Emails
- Client Portal Upload Requests
- EZ Account Access Login Requests
- General Emails Sent From Conditions & Documents Section
Which Email Server Do You Use?
Important Note: Depending on your server, you will need to click the link below and follow the special instructions