Setup of Preferences
...
| Preference ID | Preference Name | Value | Preference Level | ||||
|---|---|---|---|---|---|---|---|
| -50004 | Email From Address | framework@yourcompanyname.com.au | Default or Context or Group | -50004 | Email From Address | user@yourcompanyname.com.au | User |
It's important to note here that it is possible to utilise a specific send from address, eg. jsmith@insulahomes.com.au. Specific default preferences should be set where users may send from a specific address, e.g. an admin account where the user changes but the email is the same.
Users who wish to have a send from address different to their default or context level preference, should do so by setting a user specific preference.
To have a user's own email address as the send from ie. user@yourcompanyname.com.au, the address must be exist for the user's Staff Member entity (Administration > Entity > Staff Member). This is the entity linked to the logged in user (Security > User).
You can navigate between from addresses from within the communication dialog.
SMS SMS Service Preferences (Perspective Platform\Communications\SMS Service)
Preference ID | Preference Name | Value |
|---|---|---|
-50102 | SMS Service Enabled? | Yes |
-50284 | SMS Service URL | |
-50285 | SMS Service Appliance | B64CF8CA-919C-4A0B-BF04-2F4AC701C269 |
-50286 | SMS Service Provider | ''credentials'' |
-50287 | SMS Service Username | Contact Insula to setup |
-50288 | SMS Service Password | Contact Insula to setup |
-50103 | SMS Server Status Check Interval (Minutes) | 3 |
-50248 | SMS Service ‘From’ Number | 0400 000 000 |
-50249 | SMS Message Expiry (Minutes) | 720 |
As the final part of setup, ensure that you are able to browse to the following API URLs located below in IE
http://gatewaysmsapi.pstpf.com.au/api/metadata
http://gatewayemailapi.pstpf.com.au/api/metadata
You can then proceed to send a test email or SMS using a non job specific email or SMS. You can do this by setting the job specific flag to no in the communication dialog.