Difference between revisions of "Email settings for sending emails"

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[[File:helpheader_small.png|right]]
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===Email Setup===
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The system can be setup to use email features.  You have a choice, to use your email servers (recommended), or to use the systems email server (not recommended).  When using the system's email server, all emails will be sent on your behalf and sent from your email addresses.  Unfortunatly this method of relay has a higher chance as been marked as SPAM and placed in the recipients junk mail.
  
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''Location in standard build:'' '''''[[Admin]] menu > 3rd Party Software > Email Setup'''''
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[[File:Email_setup.PNG]]
  
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[[File:cl_ESfC_1.png|border]]
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If you wish to use email features within your system, set "Use email service with Charitylog" to yes.
  
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You will be displayed the organisation email address from the [[System_Setup_Guide#Organisation_Details|Organisation Details]] settings.
  
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There are various places in Charitylog where email can be used - for example, on the [[Details Screen]], email addresses can display an "envelope" icon which will create an email to the relevant person. The "Email Settings for Charitylog" page controls various options for the way that this process happens.
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In some areas of the system you will find links to send a direct email.  If you wish your users to use their email client (default email program on the users device), set Use external email client to Use External System.  To use the system to generate the email, set Use external email client to Use Charitylog (you will need to configure the SMTP servers).
  
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[[File:cl_ESfC_2.png|600px|border]]
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Enter your organisations email footer, disclaimer and legal text in the Email footer box.  This is used for using the system to generate direct emails and mass emails from reports and other areas.
  
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To use your own SMTP servers (recommended), set "Use SMTP Servers" to Customer's Own SMTP Servers.  You will need to complete the folling options;
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SMTP Server Address (e.g. mail.example.com)
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SMTP Server Username (e.g. noreply@example.com)
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SMTP Server Password
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SMTP Server Port
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SMTP Server Protocol (e.g. None, TLS, SSL)
  
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==Settings==
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Set "Use SMTP Servers" to Charitylog SMTP Servers.  Please note that this increases the chance of the email being redived as 'Junk' mail.
  
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===Use email service with Charitylog===
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Click save details to update your changes.
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Simple yes/no option. Setting to "No" will mean that the envelope icon does '''not''' display on [[Details Screen]]s, for example.
 
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===Sending email address for organisation===
 
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This is not editable here - it is copied over from the "Email Address (Main)" field on the [[System Details]] page.
 
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===Use external email client (e.g. Outlook)===
 
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Choose whether to generate the email within Charitylog (either using Charitylog's SMTP server or your own SMTP server), or have the system create '''mailto''' links to open your own email program.
 
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===Email footer (company information) legal text===
 
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This text will appear at the bottom of emails generated by the system. The Companies Act 2006 requires all of your business emails to include the following details if you are a Ltd, plc or LLP:
 
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* Company's registered name
 
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* Company registration number
 
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* Place of registration (e.g. Scotland or England & Wales)
 
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* Your registered office address
 
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===Use SMTP Servers===
 
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Choose whether to use Charitylog's SMTP server, or enter details for your own SMTP server. If you choose the latter, the section below will expand to let you enter all the relevant details.
 
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[[File:cl_ESfC_3.png|600px|border]]
 
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===Other information on this page===
 
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The page also has links to some setup advice for Office 365, G Suite and Mimecast.
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:21, 9 November 2017 (GMT)
 
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[[file:helpheader_small.png|right]]
 
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[[Category:Configuration]]
 
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e88601c75fe8c5a460cece2035ba0d4d
 

Revision as of 15:47, 27 December 2017

Email Setup

The system can be setup to use email features. You have a choice, to use your email servers (recommended), or to use the systems email server (not recommended). When using the system's email server, all emails will be sent on your behalf and sent from your email addresses. Unfortunatly this method of relay has a higher chance as been marked as SPAM and placed in the recipients junk mail.

File:Email setup.PNG

If you wish to use email features within your system, set "Use email service with Charitylog" to yes.

You will be displayed the organisation email address from the Organisation Details settings.

In some areas of the system you will find links to send a direct email. If you wish your users to use their email client (default email program on the users device), set Use external email client to Use External System. To use the system to generate the email, set Use external email client to Use Charitylog (you will need to configure the SMTP servers).

Enter your organisations email footer, disclaimer and legal text in the Email footer box. This is used for using the system to generate direct emails and mass emails from reports and other areas.

To use your own SMTP servers (recommended), set "Use SMTP Servers" to Customer's Own SMTP Servers. You will need to complete the folling options; 

SMTP Server Address (e.g. mail.example.com)
SMTP Server Username (e.g. noreply@example.com)
SMTP Server Password
SMTP Server Port
SMTP Server Protocol (e.g. None, TLS, SSL)

Set "Use SMTP Servers" to Charitylog SMTP Servers. Please note that this increases the chance of the email being redived as 'Junk' mail.

Click save details to update your changes.

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