Sending E-mails Via SMTP

Learn the settings for sending email via SMTP.

To send an e-mail via SMTP:

  1. Select the desired record in the Company/Person, Activity or Note etc. level.An e-mail address must be entered for the company, person or rep, otherwise no e-mail address is transferred to your client.
  2. Select FileE-mail from the menu, or click on an e-mail address in the rep, company or person record.

    If the current record is linked to one or more documents a message is displayed. You can determine whether to include the documents as attachments.

    When first sending an e-mail via SMTP, the following dialog box is displayed:

    Note: Your administrator can save the SMTP connection settings in the database, see SMTP Connection Settings in the CRM.core Administrator Guide. In this case, the dialog is not displayed.
  3. Enter the desired connection settings. If you are unsure of your login details, contact your network administrator.
    • Sender: Your name
    • E-mail: Your e-mail address
      Note: You can send e-mails on another rep's behalf by entering another Sender and another e-mail address. This only works if you have the rights required to send e-mails using another name.
      • User name: SMTP user name
      • Password: SMTP password
      • Authentication method (optional):
      • Login method(possible values): AUTH_NONE, AUTH_CRAM_MD5, AUTH_LOGIN, AUTH_PLAIN, AUTH_NTLM
      • Server / IP: Name or IP address of the SMTP server
      • SMTP port: SMTP port number; Default: 25
      • SSL: Enable the SSL check box to encrypt your e-mails using SSL. Click on Flags to determine the settings used to authenticate the certificate. o Format: the format of the e-mail (TEXT or HTML)
      • Priority: The e-mail's priority
      Note: Your administrator can define SMTP default settings in the global mm.ini file, see [SMTP] in the Aurea.CRM win Administrator Guide.
  4. Enable the Store credentials check box to save these settings. The dialog box is then no longer displayed when you next send an e-mail. Your data is stored in encrypted form in the file smtp.cfg in your user directory, and is used from then on.

    You can open the Connection Settings dialog at any time by holding down Shift while selecting FileE-mail from the menu.

  5. Click OK.

    The Send SMTP e-mail dialog box is displayed. The e-mail address of the company/person is copied from Aurea.CRM to the To field. If more than one e-mail address is entered in the company/person record, select the desired address from the dialog.

    If you started the transfer process from the Activity info area, the Subject and Text fields as well as the documents entered are copied as attachments. If you started the transfer process from the Note info area, the text of the note is transferred, see Sending E-mails Directly from an Activity or Note.

  6. Compose the e-mail.
  7. Click on (Send).