Question:
How do I process a reference? I am getting an error to say it has not been sent.
Answer:
The emails not being sent issue and this most likely is due to the fact that the Consultant account email settings account that you are trying to send emails as needs to be configured before you can send emails via CentricFlow.
Please could you follow these help articles below that will explain how you can set emails in CentricFlow:
1. How to I setup our Emails within CentricFlow?
If you are using SMTP email settings then use this link:
2. Setting up your email (Via Microsoft365)
Alternatively, if you are using your Outlook email account to send emails you should follow these steps instead:
https://hub.centricflow.co.uk/knowledge-base/emails/setting-up-your-email-via-microsoft365