How to Assign a Reply Email Address to a User

Locked
COBS Tech Support
Site Admin
Posts: 101
Joined: Sat May 15, 2021 9:57 am

How to Assign a Reply Email Address to a User

Post by COBS Tech Support »

1. From the main menu (when you first start the software) select Toolbox|Staff Profiles
2. Under the "Name" column locate your name.
3. Press Edit.
4. Next to "Email" change or set the email to your preferred email address.
5. Press Save.

If your name does not appear on this list you will need to add it:

1. Instead of pressing Edit in step (3) above, press Add.
2. Next to "Code" enter a short code such as you initials.
3. Next to "User Name" enter the EXACT name that appears on the status bar after you log in.
4. Next To "Email" change or set the email to your preferred (reply) email address.
5. Press Save.

NOTE: Step (3) is important. The name on your profile must exactly match the name that appears on the status bar (bottom of application) after you log in.
Locked