How to transer a new customer to Online-Access Email!

Send the customer a link to the Email Transfer form (seen here) and make sure they fill it out correctly.

If the customer has an IT person, inform them about the upcoming change so they are aware and ready on their end.

For them to fill it out correctly, they need to provide the Business Name, the domain they want to use for email (Example: besthvacintown.com), who their current email host is, what email accounts they want to transfer/create, what their current password is for those accounts, if they want a new password they must provide it, and they need to let us know if the email account they listed is a new one being created or a transfer.

An optional thing they can also do is set up an Alias (Forward) if they want to as well, but it's not requried like the options above.

Once the customer has filled out the form, a ticket will come into unassigned and you can assign it to yourself.

Double check to make sure the form is filled out correctly, and if not, contact the customer to address any issues.

Once everything is double checked, you can start adding the domain to Atmail.

Check out the step by step page for this here.

Leave Barracuda for Dev to do.

Now that the email is set up on our end, you can transfer the ticket over to the Development department. Comment that you have added the domain to Atmail, and the contact info for the customer and any IT people involved.

Dev will schedule a time with the customer and/or IT contact to organize the email transfer and move the accounts over to our servers.