How can I change my default email client when using click to email on leads?

Modified on Thu, Jan 22 at 7:59 AM

Subject

Applies to: Admin/Branch Manager, Agent, All users
Purpose: Managing Click to Email Default Email Client
Location in Ricochet: Configuration > User Settings

Description

This article explains how to manage default email client when using click to email in the user settings tab.

Resolution

There are 4 options to choose from as your "Default Email Client" - which will open up when you use the Click to Email button on a lead.

To change your option, navigate to Configuration -> User Settings -> General Settings tab and choose from one of the 4 options in the "Default Email Client" dropdown:

Native Email Client:  This will open the default email client/application installed and set as default on your computer.

Gmail Online:  This will open up Gmail's login page in a new tab on your browser.

Outlook Online:  This will open up Outlook's login page in a new tab on your browser.

Outlook Office365 Online:  This will open up Outlook Office365's login page in a new tab on your browser.