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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]