- Sender Email Identities can be customized for:
- Appointment Reminders
- Balance Notifications (Statement Profile)
- Recalls
Add/Modify a Sender Email Identity
- Admin > Sender Email Identities
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- Select Add.
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- Enter the Sender Email.
- Ensure the Active checkbox is checked.
- Select Save [F2].
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Delete a Sender Email Identity
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Sender Email Identities cannot be deleted if they are associated with an Appointment Reminder, Balance Notification (Statement Profile), or Recall. Instead, they must be marked as Inactive.
- Select the Sender Email to be deleted.
- Select the Delete button.
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- Enter a Reason.
- Select Delete.
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Make a Sender Email Identity Inactive
If a Sender Email Identity has already been used but needs to be marked as Inactive, a Replacement Email must be entered.
- Add the Sender Email Identity that will be used as the Replacement Email before marking the existing Sender Email as Inactive.
- Select the Modify button.
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- Deselect the Active checkbox to enable the Replacement Email field.
- Select the Replacement Email from the dropdown.
- Select Save [F2].