In case you want to set up connection parameters for the email account manually or if the connection parameters were not determined automatically, you need to proceed with manual configuring of the email account.
| Important | Before you configure the email account for using by the application, you need to configure this email account on the web service side and generate a password for accessing the email account by FirstBit as an external application. For details, refer to the following topics: If you use other email services, follow their instructions on generating passwords for applications. |
Click Create on the Administration > Master Data > Email Accounts form. The Create Email Account dialog box opens.
1. Type the email address for the account you are going to use.
2. In the Password field, paste the password generated by means of the email web service associated with the specified email account.
3. If you are going to send emails from this account, select the For Sending Emails check box.
4. 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 Set up connection parameters manually option is selected.
6. Click Next and review the outgoing mail server settings; correct them if needed.
7. Select the Safe logon option if the protocol used by the outgoing mail server must use only protected authentication modes provided by the server. If this option is not selected, using unsecure authentication methods is allowed if the server supports them.
8. Make sure the server and its port are determined correctly.
9. Select the Use secure connection (SSL) option if you need to turn on this secure mode.
10. Select Authentication is required on the incoming mail server before sending to indicate that the user must log in into this account to send emails.
11. Click Next and review the incoming mail server settings; correct them if needed.
12. Select the Safe Logon option to indicate that the protocol must use only protected authentication modes provided by the incoming mail server. If this option is not selected, using unsecure authentication methods is allowed if the server supports them.
13. Make sure the protocol is specified correctly in the Protocol field.
14. Review the default port number and correct if needed.
15. Select the Secure connection (SSL) option if you need to turn on this secure mode.
16. If you choose to keep email copies on server, enter the number of days after which the copies must be deleted from server.
17. Click Next.
18. In the Email account description field, provide a brief description. By default, it is the email address.
19. Click Next.
If the connection parameters were specified correctly, the email account is successfully created and can be used.
If you see an error message in the dialog box, click Retry at the bottom and correct the settings. If this won't work, click the Set up connection parameters manually button to manually provide the settings.
