Communication in NightPOS by emailÂķ

Communication in NightPOS related to records such as CRM opportunities, sales orders, invoices, ... have a discussion thread called chatter, often displayed on the right side of the record.

On the chatter, you can send direct emails or NightPOS notifications to the followers of a document (depending on their notification preferences), log internal notes, send WhatsApp messages or SMSes, and schedule activities.

If a follower replies to a message, the reply updates the chatter, and NightPOS relays it to the followers as a notification. All emails - outgoing and incoming - appear in the same chatter.

NightPOS Online and NightPOS.sh usersÂķ

On NightPOS Online and NightPOS.sh, outgoing and incoming emails work out of the box, nothing needs to be done. Everything is already configured on your subdomain.

By default, outgoing emails use the following notification email address notifications@company-name.nightpos.com.

āļāļēāļĢāđƒāļŠāđ‰āđ‚āļ”āđ€āļĄāļ™āļ­āļ·āđˆāļ™Âķ

If you prefer not to have outgoing emails sent from NightPOS's subdomain @company-name.nightpos.com but instead from your own domain, additional configuration will be necessary on the domain and within NightPOS. This introduces an extra layer of complexity and necessitates technical knowledge (mainly regarding DNS and mail protocols).

āļ„āļļāļ“āļŠāļēāļĄāļēāļĢāļ–āđ€āļ‚āđ‰āļēāļ–āļķāļ‡āļŦāļ™āđ‰āļē āļŠāļ·āđˆāļ­āđ‚āļ”āđ€āļĄāļ™āđƒāļŦāļĄāđˆ āđ€āļžāļ·āđˆāļ­āļāļģāļŦāļ™āļ”āļ„āđˆāļēāļ™āļēāļĄāđāļāļ‡āļ‚āļ­āļ‡āļšāļĢāļīāļĐāļąāļ—āļ‚āļ­āļ‡āļ„āļļāļ“āđ„āļ”āđ‰āđ‚āļ”āļĒāļāļēāļĢāđ€āļžāļīāđˆāļĄāđ‚āļ”āđ€āļĄāļ™āđāļĨāļ°āļāļģāļŦāļ™āļ”āļ„āđˆāļēāļŠāļīāļ—āļ˜āļīāđŒāļāļēāļĢāđ€āļ‚āđ‰āļēāļ–āļķāļ‡āļāļēāļĢāļ”āļđāđāļĨāļĢāļ°āļšāļš āļŦāļēāļāļāļģāļŦāļ™āļ”āļ„āđˆāļēāđ€āļžāļĩāļĒāļ‡āđ‚āļ”āđ€āļĄāļ™āđ€āļ”āļĩāļĒāļ§ āđ‚āļ”āđ€āļĄāļ™āļ™āļĩāđ‰āļˆāļ°āļ–āļđāļāđāļŠāļĢāđŒāđ‚āļ”āļĒāļšāļĢāļīāļĐāļąāļ—āļ—āļąāđ‰āļ‡āļŦāļĄāļ”āđƒāļ™āļāļēāļ™āļ‚āđ‰āļ­āļĄāļđāļĨ

If you want to keep using NightPOS's mail server, you will have to configure the SPF and DKIM.

āļŦāļēāļ āļ„āļļāļ“āļ•āđ‰āļ­āļ‡āļāļēāļĢāđƒāļŠāđ‰āđ€āļ‹āļīāļĢāđŒāļŸāđ€āļ§āļ­āļĢāđŒāļ­āļĩāđ€āļĄāļĨāļ‚āļ­āļ‡āļ„āļļāļ“āđ€āļ­āļ‡ āļ„āļļāļ“āļˆāļ°āļ•āđ‰āļ­āļ‡āļ›āļāļīāļšāļąāļ•āļīāļ•āļēāļĄāđ€āļ­āļāļŠāļēāļĢāđ€āļ‰āļžāļēāļ°āļ‚āļ­āļ‡āļœāļđāđ‰āđƒāļŦāđ‰āļšāļĢāļīāļāļēāļĢāđ€āļ‹āļīāļĢāđŒāļŸāđ€āļ§āļ­āļĢāđŒāļ­āļĩāđ€āļĄāļĨ

For incoming emails, after adding your own domain, replies from customers will come back to your domain, and you will need to use one of the three possible ways to get the emails back into NightPOS (using either incoming mail server, redirection/forwarding or DNS MX record). Everything is covered in the Manage inbound messages documentation.

āļœāļđāđ‰āđƒāļŠāđ‰ On-premiseÂķ

āļŦāļēāļāļ„āļļāļ“āđƒāļŠāđ‰ on-premise āļ„āļļāļ“āļˆāļ°āļ•āđ‰āļ­āļ‡āļāļģāļŦāļ™āļ”āļ„āđˆāļēāļ­āļĩāđ€āļĄāļĨāļ‚āļēāļ­āļ­āļāđāļĨāļ°āļ‚āļēāđ€āļ‚āđ‰āļēāļ‚āļ­āļ‡āļ„āļļāļ“āđƒāļŦāđ‰āļŠāļĄāļšāļđāļĢāļ“āđŒ:

  • For outgoing emails, you will need to use an SMTP server and a custom domain.

  • āļŠāļģāļŦāļĢāļąāļšāļ­āļĩāđ€āļĄāļĨāļ‚āļēāđ€āļ‚āđ‰āļē āđƒāļŦāđ‰āļ•āļąāđ‰āļ‡āļ„āđˆāļēāļ„āļ§āļēāļĄāļ–āļĩāđˆāđƒāļ™āļāļēāļĢāļĢāļąāļšāļ­āļĩāđ€āļĄāļĨāđƒāļŦāļĄāđˆāđƒāļŦāđ‰āļ•āđˆāļģāļžāļ­āļŠāļģāļŦāļĢāļąāļšāļāļēāļĢāļ•āļ­āļšāļŠāļ™āļ­āļ‡āđāļ•āđˆāļŠāļđāļ‡āļžāļ­āđ€āļžāļ·āđˆāļ­āđ„āļĄāđˆāđƒāļŦāđ‰āļĢāļ°āļšāļšāļŦāļĢāļ·āļ­āļœāļđāđ‰āđƒāļŦāđ‰āļšāļĢāļīāļāļēāļĢāļ‚āļ­āļ‡āļ„āļļāļ“āļ—āļģāļ‡āļēāļ™āļŦāļ™āļąāļāđ€āļāļīāļ™āđ„āļ› āļ”āđ‰āļ§āļĒāđ€āļŦāļ•āļļāļœāļĨāļ™āļĩāđ‰āđāļĨāļ°āļ„āļ§āļēāļĄāđ€āļĢāļĩāļĒāļšāļ‡āđˆāļēāļĒāļ‚āļ­āļ‡āļāļēāļĢāļāļģāļŦāļ™āļ”āļ„āđˆāļēāļ™āļĩāđ‰ āđ€āļĢāļēāļˆāļķāļ‡āđāļ™āļ°āļ™āļģāđƒāļŦāđ‰āđƒāļŠāđ‰āđ€āļ‹āļīāļĢāđŒāļŸāđ€āļ§āļ­āļĢāđŒāļ­āļĩāđ€āļĄāļĨāļ‚āļēāđ€āļ‚āđ‰āļē āļŦāļēāļāļ•āđ‰āļ­āļ‡āļāļēāļĢāđƒāļŠāđ‰āđ€āļ‹āļīāļĢāđŒāļŸāđ€āļ§āļ­āļĢāđŒ SMTP āđ‚āļ›āļĢāļ”āļ”āļđāđ€āļ­āļāļŠāļēāļĢ "āđƒāļŠāđ‰āđ‚āļ”āđ€āļĄāļ™āļ—āļĩāđˆāļāļģāļŦāļ™āļ”āđ€āļ­āļ‡āļŠāļģāļŦāļĢāļąāļšāļ‚āđ‰āļ­āļ„āļ§āļēāļĄāļ‚āļēāđ€āļ‚āđ‰āļē"

āļāļēāļĢāđƒāļŠāđ‰āđ€āļ‹āļīāļĢāđŒāļŸāđ€āļ§āļ­āļĢāđŒāđ€āļĄāļĨāļ‚āļ­āļ‡āļœāļđāđ‰āđƒāļŦāđ‰āļšāļĢāļīāļāļēāļĢāļšāļļāļ„āļ„āļĨāļ—āļĩāđˆāļŠāļēāļĄÂķ

NightPOS's documentation also covers several popular mail servers. As they require specific authorizations and configuration, they add a layer of complexity. For this reason, using NightPOS's outgoing mail server is recommended.

Note

āļœāļđāđ‰āđƒāļŦāđ‰āļšāļĢāļīāļāļēāļĢāđāļ•āđˆāļĨāļ°āļĢāļēāļĒāļĄāļĩāļ‚āđ‰āļ­āļˆāļģāļāļąāļ”āļ‚āļ­āļ‡āļ•āļ™āđ€āļ­āļ‡ āļĢāļĩāđ€āļŠāļīāļĢāđŒāļŠāđ€āļāļĩāđˆāļĒāļ§āļāļąāļšāļœāļđāđ‰āđƒāļŦāđ‰āļšāļĢāļīāļāļēāļĢāļ—āļĩāđˆāļ•āđ‰āļ­āļ‡āļāļēāļĢ āļāđˆāļ­āļ™ āļ—āļĩāđˆāļˆāļ°āļāļģāļŦāļ™āļ”āļ„āđˆāļē āļ•āļąāļ§āļ­āļĒāđˆāļēāļ‡āđ€āļŠāđˆāļ™ Outlook āđāļĨāļ° Gmail āļ­āļēāļˆāđ„āļĄāđˆāđ€āļŦāļĄāļēāļ°āļŠāļģāļŦāļĢāļąāļšāđāļ„āļĄāđ€āļ›āļāļāļēāļĢāļ•āļĨāļēāļ”āļ‚āļ™āļēāļ”āđƒāļŦāļāđˆ

āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ