Setup Email

Turn on Integrated Email

Setup Email Integrated Email On

To set this option, go to:

COMPANY > Company Info > Configure > Edit > Email tab

Set Use Integrated Email checkbox to turn on this option.

Click Save.

Add Email Account

Setup SetupEmail NewEmailAccount

To add an email account, go to:

SETUP > Configuration > Email section > Mail Accounts >On IMAP Account Configuration screen > New Email Account option.

Enter email account configuration details on this screen. Click Save.

Gmail account configuration is discussed in the following section.

Gmail Account Configuration

Before you start, you’ll need to configure or check the settings in the related Gmail accounts like this:

Check that IMAP is turned on

  • On your device open Gmail and click the Settings cog in the top right corner of the screen.

  • Open the Forwarding and POP/IMAP tab and in the IMAP Access section select Enable IMAP.

  • Save your settings.

Main Information
Account Name A useful name users can relate to i.e. sales@salesorder.com or even Sales
Sender Name Solutions Engineering Team
Sender Email sales@salesorder.com
IMAP Server details
Email Server Host imap.gmail.com
Email Server Port 993
Secure Authentication Y
Username sales@salesorder.com
Password ***********
Test Connection Are your settings correct?
IMAP settings
Copy message to Sent folder Y
Default Folder Mappings
Inbox Inbox
Sent Sent
Draft Draft
Deleted Trash
SMTP server account details
Email Server host smtp.gmail.com
Email Server port 465
Secure Authentication Y
Username sales@salesorder.com
Password ***********
Match IMAP server credentials Y
Use TSL N(if Y set server port to 587)
Test Connection Are your settings correct?
Repeat for each mail account you need to connect.

Outlook Account Configuration

Main Information
Account Name A useful name users can relate to i.e. sales@salesorder.com or even Sales
Sender Name Solutions Engineering Team
Sender Email sales@salesorder.com
IMAP Server details
Email Server Host outlook.office365.com
Email Server Port 993
Secure Authentication Y
Username sales@salesorder.com
Password ***********
Test Connection Are your settings correct?
IMAP settings
Copy message to Sent folder Y
Default Folder Mappings
Inbox Inbox
Sent Sent
Draft Draft
Deleted Trash
SMTP server account details
Email Server host outlook.office365.com
Email Server port 587
Secure Authentication Y
Username sales@salesorder.com
Password ***********
Match IMAP server credentials Y
Use TSL Y(if Y set server port to 587)
Test Connection Are your settings correct?
Repeat for each mail account you need to connect.

Enable Worker’s (user) access

Set Email - Enable worker - user access

To enable user access, go to:

COMPANY > Workers > Select a Worker > On View Worker details screen > Edit > Login Details tab > Accessible Email Accounts section.

Check Enable Email Access checkbox.

Select the desired accounts from the drop-down to enable access.

Click Save.

Set up Email Templates

Templates increase productivity and help maintain standards of communication.

You can create and assign templates for a specific use case on a specific Document. For example ‘Invoice Overdue’ email on Sales Invoice.

To create a new Email Template, go to:

SETUP > Email Templates > New Template

For more details on creating email templates, see Using Email Templates.

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