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Other Settings include modules to configure the outgoing mail server, set up support email and ticketing options (if subscribed to delyte), and configure workflow rules, among others.

Outgoing Server

The Outgoing Server settings allow an organization to configure their email service provider settings into AMPED.  This will allow the organization's AMPED users to send emails directly out of AMPED.  For detailed instructions on how to configure the Outgoing Server Settings, use the document below.

AMPED Outgoing Server Settings.docx

Email Archiving Service Setup

The email archiving feature in AMPED provides the client company with the flexibility to utilize the email platform of their choice when associating email activity records. Once the site administrator has configured the Email Archiving Service account, site users may begin to include the address in business communications to track important email conversations for future reference.  For detailed instructions on how to configure the Email Archiving Service, use the document below.

AMPED Email Archiving Setup Guide.docx

Workflows

The Workflow module in AMPED provides a simple interface to add actions upon ‘Save’ of a record. These actions are automatically triggered when given conditions are met. The Workflow module provides a number of options to trigger actions based on conditions on ‘Save’ of records, date matches, or filter matches. 

Adding a Workflow Rule [Video]