Set from Name to Email Message - Flowchart

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  • smartinsar
    Member
    • Dec 2021
    • 33

    Set from Name to Email Message - Flowchart

    Hi,
    is anyone know how to add Name to email that I've send through Flowcharts using Send Message Task.
    I need to show my Company Name instead of email or part of email.

    Example what I mean:
    If I send email from username@example.com, then Gmail show to the customer only: username and then Subject.
    And I need that customer see my company name, something like: CompanyName and then Subject.

    Click image for larger version

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    I'm also try to send email following this https://docs.espocrm.com/development/email-sending/, but there is no or not described option that I need.


    Thank you


    Attached Files
  • yuri
    Member
    • Mar 2014
    • 8485

    #2
    Hi,

    If there's a Group Email Account with the same address, its SMTP parameters should be used. I believe From Name of the Group Email Account should be applied too.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • victor
      Active Community Member
      • Aug 2022
      • 732

      #3
      smartinsar
      - You need to use the From Name field in the Group Email Account (as shown in screenshot 1).
      - Allow it to be used by Group Email Account specific users or all users in the Group Email Account settings (screenshot 2, 3) and in the specific role settings (screenshot 4).
      - Then the sent email will arrive as you need (screenshot 5).
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      Comment


      • yuri
        yuri commented
        Editing a comment
        The topic is about BPM. Making the account shared and giving permissions are not needed.
        Last edited by yuri; 05-10-2023, 01:52 PM.
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