Tuesday, October 9, 2018

From Email Address on Transaction Emails - 'on behalf of'

 

  1. In order for the Company Return Email Address to be the From Email of a transaction the following should be set:

    Setup > Company > Email Preferences > Transactions
    section:  From Address for Emailed forms:  Company Return Email Address

    Result: The From Email Address is the Company Email set under Setup > Company > Company Information : Return Email address

  2. If User Email Address is selected instead of Company Return Email Address under Setup > Company > Email Preferences >  Transactions section:  

    From Address for Emailed forms
    , then there should be an email set under the profile section of Home > Set Preferences > General Tab.

  3. Result: The From Email Address that will show up in the email will be the From Email Address set by the user under Home > Set Preferences

  4. If User Email Address is selected under Setup > Company > Email Preferences >  Transactions section: 

    From Address for Emailed forms
    and no Email Address and Nickname was set under Home > Set Preferences > General Tab

    Result: The From Email Address will be: [Company Return Email Address] 'on behalf of' Company Name [User Login Email]

  5. If User Email Address is selected under Setup > Company >  Email Preferences >  Transactions section: 

    From Address for Emailed forms
    and no Nickname was set under Home > Set Preferences > General Tab

    Result: The From Email Address will be: [Company Return Email Address] 'on behalf of' Company Name [User Login Email]

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