How Email 'From' Works

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Email Rules play a large part in how the From email address is populated when sending/replying. If no default rules have been set up, the From field will be blank.

Info

Note: To change the default email address for a user, this is performed on the User tab of that user's cardfile:

defaultuser

Set up at least a default template and editor rule to specify a From email address.

If an email not related to an object in Jim2 is replied to, it will pick up the default template rule that has been set up. In the example below, if an email is linked to a purchase, the accounts@happen.biz email address will appear in the From field.

emailfrom

Further information

Before you begin

Email Security Overview

CardFiles and Emails

Email Archiving

Email Editor Functions

Email Editor Rules

Email Macros Syntax

Email Preview Pane

Email Templates

Set Up Email

How to add a Jes Instance

Set up Incoming Emails

Set up Office 365 Email Accounts (Incoming)

Set up Office 365 Email Accounts (Outgoing)

Set up Gmail Accounts

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

How to

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Find Missing Emails

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails