Jenesis lets you text message and email customers directly from their profile. But you need to do a few key things first to make sure it works.
Step 1: Utilities and User Setup (Ctrl-U) – Once you access User Setup choose the profile you wish to configure for this feature.
Step 2: Find the Email Configuration Section
Step 3: Enter the Email address, the username and the password
Step 4: Agency Setup (Ctrl-A) – Find the Preferences tab
Step 5: Fill in the SMTP section (this is the outgoing mail settings for your Internet Provider,It can be located with a simple Google search for outgoing mail servers or by calling your provider)
Step 6: Make sure the SSL section is blank
Once you complete these steps you should be able to email and text message from Jenesis.
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