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”.