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Sending emails with the Send Connect Request Panel

  • Updated

You can use the Send Connect Request Panel in the Dashboard to send email requests to your users.

Before starting

  • This feature must be enabled on your Dashboard. If you think you should have access but do not, please contact support.
  • To configure email templates for different requests, please contact support.

Sending a request

  1. Click on the Send Connect Request Panel on the Dashboard. The below dialogue appears:

    mceclip0.png

  2. Fill in the first three fields and select an email template. The customer reference is to uniquely identify the customer.
  3. You can now track your request using the Track Request Panel.