Configured Emails allow you to set up default emails to use when emailing documents from within SalesPad Cloud.
To get started, select Configured Emails from the Settings menu.
To create a Configured Email, click the New Email button in the upper right-hand corner of the screen.
The Create Configured Emails drawer will appear. Fill out the information fields in this drawer.
For a brief explanation of the different information fields in the Create Configured Emails drawer, click the bolded text below:
Create Configured Emails
Host - Specifies the host for the email
Host Port - Specifies the host port for the email
User Name - Specifies the user name associated with the email
Password - Specifies the password associated with the email
From Email - Specifies the email address to use
From Name - Allows you to create a from name for the email
Use Authentication - If checked, the email uses authentication
Use TLS - If checked, the email uses Transport Layer Security (TLS)
Inactive - If checked, the email is inactive
When you've finished entering your information, click Save.
To send a test email from within SalesPad Cloud using the Configured Email, click the Send Test Email button from within the Create Configured Emails drawer.
To mark an existing Configured Email as inactive, check the Inactive box in the far right of the Configured Emails grid.
When emailing a report from within SalesPad Cloud, the default "from" email address is determined by the Configured Email specified in your System Settings.