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- Select which groups have access to the email icon on the action bar. Groups without access can still automatically generate emails through rules and workflow.
- Configure the default From address for system-generated emails. The From address defines the account the email originates from in the email header. Note that this can be any address, and it only gives the appearance of being sent from that sender to the recipient, whose response will be sent to the Reply-to address.
- Configure the default Reply-to address for system-generated emails. When email recipients reply to system-generated emails, their replies are sent to this address, regardless of what appears in the From address.
Next, configure default From and Reply-to addresses for emails manually created by users. Depending on their permissions, users can override these default addresses manually with an explicit email address or a selected field linked to an email address. User list and email list fields display all fields of type Email or Email Pager in the current table, and also include fields that are linked to or copied from the Login or Full Name field of any sub-table of the Contacts table.
- Finally, configure the default From address for emails created in the EUI. Typically, users sending emails from the EUI should be using their own email addresses, so there is a separate default setting for them.
- Now that you have default From and Reply-to addresses for each scenario, set the address to send bounced emails to. If the system sends an email that bounces, the bounce notification can be forwarded to the address selected here. We recommend using a person related to the record, such as the Assigned Person, rather than sending it back to the table's incoming address because the bounce notification may strip out the encrypted ID in the subject line, which prevents it from being attached to the correct record.
- Configure which groups can see and change the From and Reply-to address for manual emails. In order to change the From or Reply-to field, users must also belong to a group that has view and edit permission to the corresponding field in the All Communications table. This option is a way of turning off access to a particular table while leaving it enabled on others.
- Click Next.
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If your KB doesn't already have a Signature subtable under the People table:
- Create a Signature subtable under the People table.
- In the Signature subtabletable, create these fields:
- Signature Name: a plain text field with the name of the signature record
- Signature Content: an HTML field that contains the signature content that is inserted in the email
- Signature Visibility: a Choice field between Private or Public
- People ID: a link to the People record for the user, allowing a single user to be linked to multiple signatures
- In the People table, create a link to selected fields in the Signature table with multiple values enabled, and include Signature Name and Signature Content in the linked set.
When you have a Signature subtable table created, enable email signatures:
- Go to Setup > Email and SMS.
- Click All Communications Table Outbound Behavior.
- At the bottom, select Email Signatures.
- Under Name Field, select the Signature Name field.
- Under Content Field, select the Signature Content field.
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