- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
The option on how to send emails is per user, not per company/branch. To change how your user account sends emails, click User Preference on the home screen or go to File->
Users-> Modify User-> User Preferences Tab-> Email Tab. All email options use the CenPoint email form to compose your email, default in recipients (i.e., Billing contacts, quote prepared for, etc.) attach documents etc. The only thing that changes is how it sends behind the scenes. Emails are logged according to your branch settings.
Sending Emails Via CenPoint
Sending Email Via CenPoint is useful if your account has 2 Factor Authentication and you do not have Outlook installed on your computer.
It is recommended if you are using Gmail to send emails via CenPoint, as Gmail will not support less secure apps starting May 30, 2022.
Go to Users-> Select User-> User Preference Tab->Email Tab-> Select CenPoint Email from the dropdown list.