Search Knowledge Base Articles

  • Email/SMTP Configuration

    2023-09-12 21:57:00
    You will need to configure SMTP settings for Monkey CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from Monkey CRM for all emails that will be sent. In order to con...

  • Email Templates

    2023-09-12 23:06:29
    To set up email templates navigate to Setup -> Email templates and change the content according to your needs.You can set up a general email signature...

  • AWS Email SMTP Setup

    2023-09-12 23:09:39
    When using AWS for email sending additional steps are required to perform in order to be able to send emails from Monkey CRM. Follow the steps below to to configure SMTP with AWS. First make sure that you followed AWS Steps (1 and 2) ...

  • Email Queue

    2023-09-12 23:11:57
    If you are using at least version 1.9.4, we have added a feature for email queue to speed up the email sending process. Very common issue is when the system is sending a lot of emails, eq when a new commen...

  • Configure email with Google OAuth 2.0

    2023-09-12 23:13:46
    Starting from version 3.0.5, you can configure a general Google email using OAuth 2.0, to do this on your Monkey CRM installation follow the steps below. Go to the ...