Email alias in OnePageCRM

The Email Alias feature enables you to create multiple email addresses that all funnel into your primary email account.

Email Aliases can be particularly handy for organizing incoming emails, categorizing messages based on their nature, or managing different aspects of your personal and professional life separately within the same inbox.

Please note that if your account is hosted by Outlook 365, only the account types Organization or Education are supported to use email aliases in the CRM. When connecting a personal Outlook 365 email account, the CRM cannot fetch the Email Alias.

1
Go to your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Communication Apps go to  Email.

Apps and Integration Page

2
Once your email client is connected to CRM → click on the Configuration tab.

Here you can choose which email alias you wish to use → click Make default.

Email alias make default

Note:

  • Clicking on the pencil icon next to your Send from Name allows you to edit this name.
  • Alias email addresses are only available if your account is set up on Azure Active Directory. If you have an alias email address set up on your email account, you will have the option to send emails from that alias email address and/or set it as a default.  You can also change the default name associated with each alias email address. 

Once you select your default email address, it will be shown automatically in the From: when writing a new email from the CRM to your contacts.

However, you can still choose between aliases by clicking on the downward arrow beside your email address.

This change will only be applied to this email.

New message l email address dropdown

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