Setting email aliases

You can specify a list of Sage CRM accounts that can be used for sending emails. These accounts can be restricted to particular teams or individual users. For example, the support@domain.com email address can be made available only to users in the Customer Service Team and a number of specified users.

1. Click <My Profile> | Administration | Email And Documents | Email Aliases.
2. Click New.
3. Enter the address to send emails from in Email Address.
4. Enter the name that the recipient sees in Display Name.
5. To allow emails be sent from the specified email address, select Enabled as a From address.
   • Select the teams that can send emails from this address from Restrict to Teams. For example, select Customer Service and Operations to allow only users in the Operations and Customer Service teams to send emails from the address.
   • Select individual people who can send emails from this address from Restrict to Users.
6. To allow replies be sent to this email address, select Enabled as a Reply to address.
   • Select the teams to which reply emails are sent from Restrict to Teams. For example, a reply to an email sent from support@domain.com is sent to the Customer Service Team.
   • Select individual people to whom reply emails are sent from Restrict to Users.
7. Click Save.

Users can send emails from the address set up on the From and Reply To Email Addresses screen. For more information about sending emails, see the User Help.