SMTP Setup Tab

This Help File Page was last Modified on 12/15/2016

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SMTP Setup Tab

This Help File Page was last Modified on 12/15/2016

The SMTP Setup tab on the Employee Form must be completed when your Company want to use an Email protocol not associated with Microsoft® Outlook® (and/or Outlook Express®).

This SMTP Setup tab contains the fields representing the data required by most Email protocols that may be implemented.

This information must be defined for each Employee who will be sending Reports, Invoices , Proposals, Work Orders, Statements, etc., via Email using a Mail Server other than Microsoft® Outlook®.

If no SMTP Setup data is entered for an Employee who is sending Reports, Invoices , Proposals, Work Orders, Statements, etc., via Email, the system will default to using Microsoft® Outlook® (and/or Outlook Express®), if available.

 

To enter this required information:

Open the Employee Form

Locate the appropriate Employee.

Click on the SMTP Setup tab

 

Complete those fields required by the Email protocol being implemented:

 

HelpFilesEmployeeSMTPSetup

Employee Form - SMTP Setup tab

 

SMTP Full - Enter the full description of the Employee following the format illustrated above.

SMTP Host - Identify the SMTP host name following the format illustrated above.

SMTP Port - Enter the SMTP Port Number.

SMTP Email - Enter the Employee's Email address

SMTP User - Enter the Employee's Email address

SMTP Pass - Enter the Password that is required when communicating with the Email protocol

SMTP Signature - Enter the signature this Employee wants to use at the end of their Email communication.

Click the HelpFilesNavigationMenuSaveIcon to record this entry.

 

When and how this SMTP information is used:

This SMTP information is used when the EMail Icon is chosen on the Action Menu of the Subscribers Form when an Email protocol other than Microsoft® Outlook® is implemented.

 

HelpFilesSubscribersFormEmailIcon

Subscribers Form - Actions - E Mail Icon

 

The Subscriber's Email Address is inserted into the To section of the Email Message Form.

 

This SMTP information is also used when an Invoice (or Report) is Emailed to a Subscriber

 

HelpFilesEMailToSubscriber-UsingSMTPInfo