There are two ways to send emails from within Salpo. The first uses our standard IMAP connector and the second uses or direct Outlook integration. The Outlook integration permits for using the email template feature as well.
Sending an email via the IMAP connector
To see how to set up the IMAP connector, check out our Connecting your Email documentation.
Once a User's email is synced, the User will be able to click on any hyperlinked email address within the platform to send an email via the IMAP connector.
Hyperlinked email addresses appear in: record profile pages (shown above), list view pages, hover-over hyperlinked names, and Communications.
Upon clicking the hyperlinked email, a compose email window will appear in the User's default email provider. This allows the User to customise an email and message the client directly without worrying about copy/pasting or manually entering the required email address.
While it appears the email is sending from within Salpo, this email is actually sent directly via the email provider. Since the User's email is connected to Salpo using the IMAP connector, a copy of the sent email will push into the Salpo account against the associated record. If a tag is added to the subject line of the email, the email will appear against the tagged Module record as well. These emails will also appear in the Communications list view page.
Note: only emails sent and/or received from the mail folders selected during the email sync set up will copy into Salpo.