Send email as my business name | Voters

Send email as my business name

complete

Bec Lloyd

When sending agreements, invoices etc via the Hectic mail option, I would like the "from" name to be my business name rather than my own name.

September 21, 2022

Geoff Mina

marked this post as

complete

Geoff Mina

Hi Bec Lloyd this is already possible today.  When you navigate to the Client Portal --> Custom Email you will see a field called "From address (optional)".  In this field you can put a correctly configured Email address with from information 
and so long as it is formatted correctly, it will control the name you send from. The format is as follows.  Make sure you include the angled brackets!
My Business Name <you@yourdomain.com>

Bec Lloyd

Geoff Mina: Oh great! It shows my name in the pop up box when sending an invoice (screenshot attached), so I thought it was going to default to that, but I tested it out and it's fine. Thank you