Setup of Preferences
There are specific preferences that need to be set for the activation of email and SMS communication to clients.
Email Service Preferences (Perspective Platform\Communications\Email Service)
Preference ID | Preference Name | Value |
|---|---|---|
| -50289 | Email Service Enabled? | Yes |
-50290 | Email Service URL | http://gatewayemailapi.pstpf.com.au/api |
| -50291 | Email Service Appliance | EE6CDE78-EF5F-4D23-87D1-41AA6FE51066 |
-50292 | Email Service Provider | credentials |
-50293 | Email Service Username | Contact Insula to setup |
-50294 | Email Service Password | Contact Insula to setup |
| -50334 | Sent Email Audit? | Yes |
| -50335 | Sent Email Audit address | This can be blank or an email address can be created to have all emails sent from Framework copied to |
There is also another email setup preference (Framework ECM\Email/SMS Configuration\Master Email Settings)
| 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.
You can navigate between from addresses from within the communication dialog, which will be discussed in the later parts of this article.
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 |
