Email accounts can be used for sending emails to customers and suppliers and for receiving emails from them. For mass-mailings, you can create email templates; for details, refer to Email Templates.
_________________________________________________________
Important: If are going to use email account of some popular mail service - you will need to allow access of FirstBit ERP as an external application to this service by creating a separate password for this application on the side of this mail service and you may need to specify other settings. When using application passwords, remember that these passwords are auto-generated and should be created and entered on per application basis.
For details, refer to the following topics:
If you will use other email service, follow their instructions on generating passwords for applications.
__________________________________________________________
To add a email account for receiving or sending emails (or both operations) through the application, go to: Administration > Master Data > Email Accounts.
The list of email accounts
Adding a Email Account (Connection settings)
1.To add a email account, click Create. The Create email account dialog box appears.
- 2. Type the email address for the account you are going to use.
3. In the Password field, paste the password generated by means of the email web service associated with the specified email account.
4. If you are going to send emails from this account, select the For Sending Emails check box. If you are going to receive emails to this account, click the For Receiving Emails check box. Note. If you intend to use this account only for sending emails from the program without the ability to download emails, or only for receiving emails without the ability to send them, clear the corresponding check boxes; this will facilitate configuring.
5. Make sure the Get the connection parameters automatically (recommended) option is selected. Alternatively, you will need to specify all the connection settings manually.
6. Click Create to complete the creation of the email account. If possible, settings will be received automatically. This operation can take several minutes.
Important: If you see the following message: Cannot determine connection settings automatically. Configure the connection parameters manually - refer to How to provide connection parameters manually.
Your email account was configured successfully.
7. Click Go to account button and review other parameters of this email account or click Close to close the dialog box and save the account as it is.
Adding a Email Account (Other settings)
Email Account master record
For details on other settings, refer to Email Account settings.
On the toolbar, click Check the account button. The system validates the settings by sending a test email.
See also