In order to use your application to send e-mail to employees and customers, you must first define your e-mail options.
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Select E-mail Options from the Categories bar. The E-Mail Options dialog box appears.
Type the name of your e-mail server into the E-Mail Host Server Name field.
Type the maximum number of emails you want to send per job in the Maximum Emails Per Job field.
Select the Show E-Mail Preview Screen Before Sending check box to preview the e-mail before it is sent when e-mailing Work Orders or Invoices.
Select the Use Authentication check box to force user authentication. This authentication requires connection to an ESMTP (Extended SMTP) server.
Select the option button corresponding to the type of authentication you want to use. Three forms of Simple Mail Transfer Protocol (SNTP) authentication are supported:
Plain Authentication - A simple protocol supported by many SMTP servers.
Login Authentication - A Microsoft® authentication mechanism used in Exchange Server. We recommend you use this setting if you are using Microsoft Exchange®.
CRAM-MD5 - A public key encryption authentication method. This is the most secure authentication protocol.
Type the name of the account into the Account Name field.
Type the account's password into the Password field.
Click OK.
Back to Options Overview
See Also: Configuring Microsoft Outlook