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OneCRM | Email and SMS
Get to know about the Email and SMS settings in detail
Email - Everything you should know
Email Email is at the heart of electronic communication and OneHash is deeply integrated with Email. You can create multiple email accounts, automatically create transactions like Lead, Issue from incoming emails, send documents to your contacts via OneHash. You can also setup email digests and email alerts to send you reminders. Topics Email Account [Email Inbox](https://help.onehash.ai/
Email - Error
Email Error in Sending or Receiving In OneHash , you can customize the Incoming and Outgoing Email Gateway. On saving an Email Account, OneHash tries establishing a connection with your email gateway. If your OneHash account is able to connect fine, then Email Account is saved successfully. If not, then you might receive an error as below. This indicates that using login credentials and other
Setting up Sendgrid SMTP Email in OneHash
Setting up Sendgrid SMTP Email in OneHash SMTP, or simple mail transfer protocol, is a quick and easy way to send email from one server to another. SendGrid provides an SMTP service that allows you to deliver your email via our server instead of your client or server. OneHash comes built-in with a configured email client so that you can send and receive emails in OneHash and append to documents if required. Integrating SendGrid's Web API SendGrid’s SMTP API allows developers to specify c
Add HTML Signature
Email Signature To add HTML format email signature, go to ++ Settings > Email Account ++ Configure the steps: Adding Signature in Users ++ Users > User > Email ++ Add the content in Email Signature.
Track Read Emails
With OneHash you can now keep a track of your emails and their live status in the Email Queue To check the status of the mail, click on the desired email. The status will appear in front of the recipient. This automatically changes with respect to the live status of that particular email. The tracking works for multiple recipients as well and changes with the live update.
The what and how of Email domain
Email Domain An email domain is the name of the network/service you're using for your email account. You can skip to Email Account creation if you are using one of the services listed below: Gmail Yahoo Sparkpost SendGrid Outlook.com Yandex.mail You can configure your Email Domain in OneHash for easy setup of all Email Accounts. To find Email Domain settings go to: ++Home > Settings
How to create and configure the Email Account?
Email Account You can sync your email account with OneHash to send and receive emails from OneHash . You can manage multiple incoming and outgoing Email Accounts in OneHash . There has to be at least one default outgoing account and one default incoming account. If you are on the OneHash cloud, the default outgoing email is set by us. To access Email Accounts, go to: ++Home > Settings > Email Account++ Before creating an Email Account, you need an [Email Domain](https:
Email Inbox Once an email account is added, the email inbox will be accessible. Running a business involves many transactional email exchanges with parties like Customers and Suppliers and other members within the company. Email Inbox feature allows you to pull all your business emails into your OneHash account. Enabling access to business emails with other transactional details makes OneHash a single platform for accessing all business information in one place. In OneHash , you can co
How to create an Email Template?
Email Template Every email sent is different but certain emails can be standardized, usually known as Email Template or Standard Reply. To access the Email Template list, go to: ++Home > Settings > Email / Notifications > Email Template++ Go to the Email Template list, click on New. Enter a name for this Email Template. Enter a Subject for this Email Template. Response is the standard content of the email that will be a part of this temp
Sending Email from any Document
Sending Email from any Document In OneHash you can send any document as email (with a PDF attachment) by clicking on Menu > Email after opening any document. After you click on send, the email gets added to the email queue. It will be in the Se
How to link emails to document?
An email can be linked to multiple documents in OneHash. This can be done in the following two ways: Email Aggregation in Contact, Customer, Supplier. Automatic Email Linking. 1. Email Aggregation for Customer and Supplier Email Aggregation takes place in Contact, Customer, and Supplier. All the Emails sent or received from a Contact can be viewed in that Contact's Timeline and as well as linked Customer's or Supplier's Timeline. To enable Email Aggregation, do the following: I
Email Digest Email Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Email Inbox. Email Digests are a great way for top managers to keep track of the big numbers like “Sales Booked” or “Amount Collected” or “Invoices Raised” etc. To set up Email Digest, go to: ++Home > Settings > Email Digest++ Enter a name for the Email digest. Set the frequency of mails to be sent. Add or remove recipients. Select the items to be
Auto Email Report
Auto Email Reports Auto Email Reports automatically sends reports for the selected document. You can setup Auto Email Report to send reports at regular intervals. These must be saved reports of any type (Report Builder, Script or Query Report). You can find Auto Email Report at: 1. How to create an Auto Email Report Go to the Auto Email Report list, click on New. Select the Report for which you want to generate emails. Select the use
SMS Settings You can subscribe to an SMS provider to send SMS to mobile numbers. To integrate SMS in OneHash, approach an SMS Gateway Provider who provides HTTP API. They will create an account for you and will provide a unique username and password. To access SMS settings, go to: ++Home > Settings > SMS Settings++ To configure SMS Settings in OneHash, find out their HTTP API (a document which describes the method of accessing their SMS interface from 3rd party applications). In this do
You can configure various notifications in your system to remind you of important activities. The completion date of a Task. Expected Delivery Date of a Sales Order. Expected Payment Date. A reminder of follow up. If an Order greater than a particular value is received or sent. Expiry notification for a Contract. Completion/Status change of a Task. To access notification setup, go to: ++Home > Settings > Notification++ To set up a Notification:
Document Follow Feature
Document Follow is a feature that allows users to track changes in documents via email notifications. Go to: ++Settings > My Settings++ In the Document Follow section, tick the 'Send Notifications for documents followed by me' checkbox. Set the frequency at which you want to receive emails. Now, you can receive emails for the documents you follow. How to Follow documents Go to any document, you'll see an option to follow the document.
Email Dropbox Feature
Email Dropbox When you receive emails from Leads, Customers, Suppliers, or other business partners, you might wish to attach those to their relevant records in OneHash. One way to do so is to save the email and upload it as an attachment. However, this could turn into a cumbersome process. OneHash offers a better way to handle this through its "Email Dropbox" feature. When enabled, each record in OneHash will have it's own unique email address to which you can forward emails. You can click o