Please note the following before setting up email:
-A valid email setting needs to be selected in site options for Advanced Alerts to work and email by company to work.
-The email hierarchy is the following: the system will check the company first and if there is an email setting then it will be used, if not the site options email setting will be used.
-If only one email is needed then it is only needed to be setup in site options. It won’t need to be selected at the company level.
-When an email setting is created, it can be selected at both the company level and in Site Options.
Setting up email in Site Options
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Go to Admin< Settings and Utilities
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Click on the Mail Settings Tab
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Click on Mail settings Button
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Click Add New Record
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Fill out email form with Outgoing and Incoming settings
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Fill in Description and Subject Tab
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Save the settings and Click edit to go back in
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Test both Outgoing and Incoming Settings
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If both tests are successful click save
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Check the box next to Mail setting and click the Select button
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Verify it is in the Mail Settings and click Save
Setting up email in company
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Go to Admin
Company -
Click Edit next to the company ID in which you want to setup the email
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Click the Mail Settings button at the bottom of the page
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Click Add New Record
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Fill out email form with Outgoing and Incoming settings
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Fill in Description and Subject Tab
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Save the settings and Click edit to go back in
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Test both Outgoing and Incoming Settings
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If both tests are successful click save
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Check the box next to Mail setting and click the Select button
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Verify it is in the Mail Settings and click Save