Organization
Aliases
Account branding and communication themes.
Create branded identities for customer communications.
Quick Overview: Create aliases with custom names, logos, and email addresses to send quotes and emails under different brand identities.
How Aliases Work
Aliases let you send quotes and emails under different brand names. Each alias can have:
| Setting | Description |
|---|---|
| Name | Brand name in communications |
| Logo | Custom logo for emails/documents |
| Reply-to address | |
| Default | Use as default for all users |
Managing Aliases
Navigate to Settings > Aliases to:
- Create new aliases
- Upload logos
- Set default alias
Using Aliases
When creating quotes or sending emails:
- Select which alias to use
- Recipients see that alias's branding
- Default alias applies unless specified
Users can have a specific alias assigned in their profile, overriding the default.