Configure Email Address and Alerts Settings

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Configure Email Address and Alerts Settings

You’ll want your own company email address to appear in the “From” field when email is sent from Intuit Field Service Management to your customer.  Be sure to change the setting from “Corrigo” to your own company email address.  (Click images below for higher definition.)

Configure “from” email address

Go to Settings / Work Orders / Alert Settings

Change the email address and click Save.

email alerts from address

 

Configure email alert format

While you are in the Alerts section you can configure Intuit Field Service Management to send alerts to Customers in one of three formats.  Two formats allow for you to select which attachment file template to use.

email alerts file format

By | 2017-08-11T16:13:56-07:00 December 2nd, 2015|getting started, User Tips|0 Comments