5.1 Outbound mail configuration (SMTP)
To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail server > Simple Mail Transfer Protocol (SMTP).
Account |
choose the server type from among the ones on the list; if your mail server type is not included choose CUSTOM. Warning! If you use Gmail may not be possible to send email from addresses other than the one shown in this page. |
Server Name |
mail server address for SMTP access |
Port |
indicate the port; the system proposes the default port |
User Name |
indicate the account to log on to the mail server; usually the same as the complete email address. |
Password |
access password associated with the account |
Requires Authentication |
Yes/No Warning: if you are configuring an email server with Office 365, you need to enable the SMTP Authentication option for the specific user on the Office 365 server side before proceeding with the configuration on vtenext. |
When you save the data the system will test the entered data, sending a mail to the admin user and an error message will be displayed if it was not possible to send the email (see example in figure).
The main causes that occurs in configuration errors in the smtp server are the following:
Differencedifference between the emailsetin user preferences (visible in USER PREFERENCES under the avatar in theAdmintopuserright( visible in SETTINGS >PREFERENCE)corner) and the email actuallysetspecifiedinwithin thesmtpSMTP configuration.WeItstronglyisrecomendimportant toverifyrememberthat:that the SMTP usernamein the smtp(be exactly the same withmatch the email addresssetof the admin user. For this reason, the email address configured in the adminPreference.user'sFor this reason itpreferences should bemodifiedchanged (eveneventuallyifjustonly for theinitialconfiguration), the email address with the one set in the admin Preference;;- wrong server name;
- wrong port number;
- wrong password we remember as mentioned above to use the email password.
The SMTP server comesis intoused playnot only for personal emailsmail in the Messages module (optional, as wella asdifferent SMTP can be set for each mailbox directly in the Messages module) but also for sending newsletters:emails and notifications through processes. However, for thisNewsletters, activitythere is a dedicated configuration, for which it is strongly suggestedrecommended to haveread aChapter dedicated6.2.3 SMTPNewsletter server for mass mailingConfiguration (see specific chapter)SMTP).
N.B.: the mail servers on protected SSL port must be specified with the server name ssl://servername (e.g. ssl://smtps.aruba.it).