Overview
If you need to change which email address sends your payment collection emails, or who receives them, you can update it in the Send Mail action of the workflow that sends them. Both the From field (who the email comes from) and the To field (who receives it) are edited there.
Before You Begin
You need Admin access to Settings → Automation → Workflows in Dazos CRM.
Know which workflow sends the payment collection emails. If you are not sure, contact Dazos Support for help finding it.
Have the correct email address(es) ready before making changes.
Steps
1. Open Workflows. Go to Settings → Automation → Workflows and find the workflow that sends your payment collection emails.
2. Open the workflow. Click ⋮ → View/Edit on its row.
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3. Open the Send Mail action. Scroll down to Workflow Actions and click the pencil icon on the Send Mail action.
4. Update the From field. Use the Select dropdown next to From to choose the sender (for example, System Default or your organization's email).
5. Update the To field. Enter the address that should receive the email. To add more than one recipient, separate the addresses with commas.
6. Save the workflow. Close the action window and click Save at the bottom of the workflow. Make sure Status is set to Active.
7. Test the workflow. Use a test record that meets the workflow's conditions and confirm the email is sent from, and delivered to, the right addresses.
Important Notes
⚠️ Avoid typing a personal email address in the From field. Emails sent from an address that isn't verified for sending may not be delivered, and no error is shown. See Troubleshooting Workflow Emails Failing Due to Sender Email Configuration.
To send to several people, list all addresses in the To field separated by commas. See How to Add Multiple Email Recipients in Workflow Emails.
If you are not sure which workflow sends the payment collection emails, or several workflows may be involved, contact Dazos Support.
Need Help?
If you can't find the right workflow or need help making these changes, contact Dazos Support. Please include the name of the workflow (if you know it) and a description of the payment collection email you want to update.