Email identity is combination of 'From name' and 'From email' fields. Each department can have any number of email identities, which can be assigned to a specific user (John Smith
When composing an email, users select email identities from a drop-down list.
Yes. You can use Relenta to handle your incoming and outgoing email exclusively, or mix and match it with any number of other email services, clients and devices. As always, we give you the tools and get out of the way.
Relenta plays well with…
We assume you’re already set up to get your email from your email service to your mobile directly. If not, first get email working on your mobile.
The rest is really simple. You want to do two things:
Why? You want to be sure that your team can access relevant client information from your client profiles. Once those emails are attached to your client profile in Relenta, they are on file forever for whomever needs that info. Never see a team member make a customer service mistake again, due to a lack of information about the client.
If you want all your incoming mail go to into Relenta, set up automatic email forwarding of all email to your Relenta account.
If you don’t want to get all email into Relenta, simply forward individual messages to your Relenta account. If there is an identity (Settings > Identities) that matches your From: email address, the message will be filed against the person who sent the original message to you, based on From: address in the body of forwarded message.
To get an outgoing mail into Relenta, BCC it to your Relenta account. If there is an identity that matches your From: email address, the email will be placed in Sent folder and matched with the appropriate contact.
Refer to the table below for all possible scenarios for automatic email sorting and matching.
