STEP 1 – CREATE THE EMAIL IN PRIMA

  • Go to Admin
  • Go to General > Email System Setup
  • Click “New Email Account”
  • Fill in the details as below (using your own email address and password)
  • PLEASE ENSURE THE PASSWORD IS CORRECT BY USING IT TO SIGN IN TO YOUR 365 ACCOUNT ONLINE
  • Add a customer signature in the bottom pane if required (N.B. please keep this short and only use small images as there is a size limit)
  • Tick the “Default Account Sending Batch and Automated Emails” if this is the address to be used for sending out batch invoices
  • Save & Close

 

STEP 2 – ASSIGN THE EMAIL TO A USER

  • Go to Admin.
  • Go to User and double click a user to open the settings.
  • Type their email address in to the “Email field” and click save.
  • Select their email address in the “Replies to Emails are Sent to”.
  • Select their email address in the “Send from Email Account”.