The email facility is available from Admin / Manage Email Defaults
Email Server Requires the same information that is used in the sending of emails by the outgoing email provider eg Outlook, Gmail, Thunderbird, Office 365, 2 Degrees Hotmail, Hosted Server or directly from a Server based email system.
Setting up may require input from the IT Company if the information is not known by the user.
Default Sending Email Address This is the email address used by default when emailing from Infusion. This can be overwritten by selecting Use document creator's Email Address or by ticking in the individual tabs.
We strongly recommend that Require Username and Password are selected. When sending from any third party email application like Infusion, if the emails do not contain this information, it can be marked as Span by some filters.
Once all fields are set up use the Test Now to send an email to an outside email address.
If the message is successful, Exit Infusion and Log back in and check that an email from the queue sends successfully.
If the message fails, the information contained within the error message will tell you what is wrong, common reasons are SMTP authorisation, Username and Password incorrect.
While the Support Team can point you to various areas to look at, the set up will come from outside the Infusion Program.
Each of the tabs, Invoices, Statements, Quotes, Receipts, Packing Slips, Remittance and Purch Orders have the option to add a Sending Email Address and Send a copy to the Sales Rep.