SMTP Setup Tab

This Help File Page was last Modified on 11/22/2023

<< Click to Display Table of Contents >>

Navigation:  Security & Access Management > Employees >

SMTP Setup Tab

This Help File Page was last Modified on 11/22/2023

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

This SMTP Setup tab contains a Drop-Down Selection List of the previously defined Email Account settings.

An SMTP setting must be identified for each Employee who will be receiving/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 use the default Microsoft® Outlook® (and/or Outlook Express®) Email Account.

 

To select the appropriate Email Account:

Open the Employee Form

Locate the appropriate Employee.

Click on the SMTP Setup tab

 

Use the Drop-Down Selection List provided to Choose the appropriate (previously defined) Email Account

 

HelpFilesEmployeeSMTPSetup

.

Click the HelpFilesNavigationMenuSaveIcon to record this entry.

 

When and how this Email Account information is used:

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

 

HelpFilesEMailToSubscriber-UsingSMTPInfo