How to set communication preferences

Modified on Tue, 26 Mar 2024 at 11:34 AM

This includes setting up:

  1. Show message as read for all when one member of the team has read the incoming message
  2. Set the sender name for SMS
  3. Set up the email appearance

Go to preferences>communication


   


 1.Show message as read for all when one member of the team has read the incoming message From here you can set messages to 'read' for all other team members if read by a team member

   

2. Set the sender name for SMS From here you can set the sender's name - No more than 11 characters including spaces



   3. Set up email appearance This is currently for all automated emails leaving Arthur.

 


The emails will show the customer logo if they set it to show in personalization (email)

   

 The emails will show the footer if they set it to show in communication preference (email)


  

The emails will show the invitation if they set it to show in communication preference (email)

  

Moving the position of the accept invitation button and invitation code Go to automation>invite>user invites and position code and invite button

    




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