- In Paladin, from the main menu, select File > Setup.
- Select the Forms tab.
- In the Email Options pane, and then enter information in the following boxes:
|Enable SMTP Server||Check this box if using SMTP (see SMTP values below).|
|Emails will be sent from this email address, and replies will be sent to it. This includes statements and purchase receipts.|
|From Email Address (Purchase Orders)||Emailed POs will be sent from this email address, and replies will be sent to it.|
|This email address will be copied. The recipient will not see this email address.|
|SMTP Server Address||The Internet Service Provider can provide this information.|
|SMTP Server Port||The Internet Service Provider can provide this information.|
|SMTP Server User Name||Typically this is the username used to sign in to their email account. Contact the Internet Service Provider if needed.|
Typically this is the password used to sign in to their email account. Contact the Internet Service Provider if needed.
Gmail users: If the client is using Gmail, they must generate an App password to be used. Learn more.
Note: 2-step verification should NOT be turned on when setting up an App password for Yahoo and AT&T email.
Yahoo email users: If the client is using Yahoo email, they must generate an App password to be used. Learn more.
AT&T email users: If the client is using AT&T email, they must generate an App password to be used. Learn more.
|Secure Sockets Layer (SSL) is a type of security for web browsers, web sites, and email accounts.|
(Zip) Email Attachments
|The statement, transaction report, and invoices can be compressed (to decrease file transfer time on the email server) and zipped into a folder to be sent as an email attachment. To see the files, open the zip folder.|
|Enable Advanced Email Logging|
|Use Company Name in Emailed Statements||To personalize your email, select this option.|
- In the Send Test Email To box, click Send Test Email To. If your settings are correct, you will receive an email message from Paladin.
- Click Save, and then click Close.
- Update the CRM account with this note: Email statements and invoices: Yes
Note: Email messages can be sent through a Simple Mail Transfer Protocol (SMTP) server via two types of SSL—explicit or implicit.
- Explicit SSL: Paladin only supports sending email messages via explicit SSL. This means that an unencrypted connection to the SMTP server issues a command to start using encryption before it authenticates the server and sends the email. Port 587 is usually the default port. However, your internet service provider (ISP) may provide other ports.
- Implicit SSL: Paladin does not support sending email messages via implicit SSL. If you are trying to send email messages via port 465, it indicates that your ISP is probably set up to communicate implicit SSL to the SMTP server. This process is similar to HTTPS (a web browser) encrypting communication before it is transmitted via the email client and the server.
If you receive an email message stating that you use an SMTP server with SSL on port 465, try to use port 587 instead. If using port 587 does not work, contact your email provider to see if it has an alternative SMTP port with SSL enabled.
If you have questions or suggestions about this information, contact email@example.com.