Difference between revisions of "Email Settings"
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| − | + | ===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 [[System_Setup_Guide#Organisation_Details|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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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.
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.
