Option

Description

Email From Name

The default "from name" if not set in the User Profile.

Email Address

The default "from address" if not set in the User Profile.

BCC Address

Enter an email address to automatically always send a copy to another address. Multiple addresses can be entered separated by a semi-colon ;

SMTP Server

Enter the SMTP email server to send email from. This can be a name URL or an IP address.

SMTP Server Port

Enter the server port for your SMTP. The default for SMTP's is: 25

SMTP Encryption

Select the encryption type required by the server: None / SSL / TLS

SMTP Username

Enter the Username to access the SMTP server. This must always be entered.

SMTP Password

Enter the Password to access the SMTP server. This must always be entered.

Default recipient

If the recipient field is blank at the point of sending the Account Document, it will default to the recipient selected here. Individual email templates can be set by entering *contact or *salesperson in the Default Recipient field

Read Receipt

Tick the box to send a read receipt request.

Track Individual Emails

Tick the box to have the system report on when emails are opened. New entries are created in an Account's Contact History.

Email Preview

The default option of Editable Text Area allows callers to change the text contents of emails before they are sent (manual email only).

If users should not be able to edit emails select Fixed Read Only Frame.