Ohana360Help Center
Setup & Administration

E-mail: org address, templates, sending from records

Send e-mail on behalf of your org: organization address verification, templates, sending from record pages, signatures and conversation history.

2 min readUpdated: September 27, 2026Türkçe oku

Organization e-mail#

Define and verify your organization e-mail address under Setup > Company Information. Once verified, e-mails leaving the org are sent on behalf of your organization and replies return to your address (Reply-To). For deliverability, the sending infrastructure address stays with the platform, which keeps your e-mails out of spam.

E-mail templates#

  • Create subject + body templates under Setup > E-mail Templates and personalize with merge fields.
  • Which objects allow sending from the record is also configured here (default: Case).

Sending from a record#

  1. Open the ✉️ E-mail card on the record page.
  2. The recipient is suggested automatically (from the record's e-mail field); pick a template or write freely.
  3. The sent e-mail is written to the record's activity timeline; the conversation accumulates on the record.
  • The sender is the logged-in user: the customer receives the e-mail under your name.
  • The ↩ Reply button opens a new message with the recipient and subject line prefilled.
  • There is a daily sending cap (abuse protection).

Personal signature#

Save your e-mail signature from the profile menu; it is appended to every e-mail sent from records. You can preview and adjust it per message before sending.

Tip: Turn your three most frequent e-mails (welcome, proposal follow-up, payment reminder) into templates; team speed improves visibly.

HTML and corporate signature#

A signature can now be plain text, HTML (logo and table layout, like Gmail) or the corporate template. An admin prepares the corporate template in Setup > Email Templates > Corporate Signature; the {{Ad}}, {{Unvan}}, {{Eposta}}, {{Sirket}}, {{Telefon}}, {{Web}} and {{Adres}} variables fill from the sender and the company info, and empty lines drop out automatically. "Use for every user with an empty signature" gives the whole team one layout. Pick your personal signature from the signature editor on the record Email card; pasting a signature copied from Gmail or Outlook keeps its HTML and shows a preview.

Was this article helpful?