You can set up the email to define recipients and the contents of the email. To view the steps to configure email, click on the links below.

• Basic Settings
• Advanced Settings
• Email Templates

Basic Settings

To set up the basic configuration, complete the steps below.

1. Log in to Surf Accounts. The Business page appears.

2. On the Business page, locate the required business by completing either of the following steps.

• • • In the Search box on the top right corner, enter the name of the business fully or partially and click . The business summary will appear under the Select a Business heading.
    • The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.

3. Under the Select a Business heading, click the name of the business.

4. The Customers page appears. On the Customers page, from the left panel, click Settings.

5. The Settings page appears. On the Settings page, under the E-MAIL heading, click Basic Settings.

6. The Basic E-Mail Settings window appears. On the Basic E-Mail Settings window, enter the required settings.

7. To save the settings, click [Save].

Advanced Settings

There are two scenarios while configuring advanced settings.

Scenario 1- Without using Own SMTP Settings

To configure advanced settings, complete the steps below.

1. Complete steps 1 to 4 as given in Basic Settings

2. On the Settings page, under the E-MAIL heading, click Advanced Settings.

3. The Advanced E-Mail Settings page appears. On the Advanced E-Mail Settings page, enter the required settings.

4. To save the settings, click [Save].

Scenario 2 - Using Own SMTP Settings

1.  Complete steps 1-4 as given in Basic Settings.

2. On the Settings page, under the E-MAIL heading click Advanced Settings.

3. The Advanced E-Mail Settings page appears. On the Advanced E-Mail Settings page, tick Own SMTP Settings.

4. The required placeholders become enabled and let you enter details, once Office 365 is chosen as a Server Type. This new feature allows you to use an existing Office 365 email id to send or receive emails.

5. Click Connect after entering details to link your Office 365 account.

6. You are redirected to the Microsoft login page, where you are required to enter your credentials (email address and password).

7. If two-factor authentication is enabled, you would receive a notification on your registered phone to approve the sign-in.

8. Your Office 365 email address is now connected with Surf Accounts. You can disconnect it by clicking on the Disconnect button if required. The details are automatically saved.

9. Going forward, your email address is auto-populated while sending an email.

Validation

If you are looking to connect your Office 365 account to Surf Accounts, you need to make sure that your modern authentication for Office 365 is enabled. Click here to check through the steps and enable, them if you face issues.

Email Templates

You can configure email templates for default content in the body, signature and attachments. To configure email templates, complete the following steps.

1. Complete steps 1 to 4 as given in Basic Settings

2. On the Settings page, under the E-MAIL heading, click Email Templates.

3. The Email Templates page appears. On the Email Templates page, do the following, as required.

• • • Click the required tab, for example, Credit Note.
    • Under the clicked tab, edit the subject in the SUBJECT field or click one of the merge fields.
    • Repeat the earlier step in case of the BODY field.

4. To save the changes in the template, click [Save].