Hi there,
I'm having a bit of difficulty with the way CRM handles email. There were instances where I had created private alerts on an account only to get a response from the client associated with that account asking if they should've received that email. They shouldn't have!
I've since disabled all email.
In the System/email configuration, I currently have Process Email Using set to Server Side Synchronization and the rest to the Outlook client. We use Office 365.
First:
Do I require a separate email account to send system emails?
Second:
How can I make it so that my users can ONLY manually Track and Set Regarding through Outlook?
Ultimately, the system should be sending out internal task notifications, case notifications etc. and users are able to manually select items they want to track. Nothing should ever be emailed to a client automatically.
Thanks