The email settings screen lets you setup Plant Estimator so you can email estimates and invoices. You can setup a default message with merge fields that will be filled in when you email the estimate or invoice. You can edit the message before sending the email. If you don't want to use this method to email, you can use the option available on the Print Preview screen. It lets you email any estimate, invoice or report as an attachment using your default email software. This option may not work with all email programs.
In order to send email you must enter the required information on this screen Each field is explained below.
SMTP Server (leave blank to use Plant Estimators built in email server)
This is the mail server that you use to send your email. This is normally the server assigned by your ISP (Internet Service Provider). This will be the same as the server used in your email software such as Outlook or Outlook Express.
SMTP Port (leave blank to use Plant Estimators built in email server)
This is the port number used by the server. This is normally 25, but if your ISP requires you to use a different one, then enter that. If you leave this field blank, 25 will be used.
SMTP Username and SMTP Password (leave blank to use Plant Estimators built in email server)
These are only required if your ISP requires you to login in order to send email through the server. This is normally not required and can be left blank.
From Email Address
This is the email address that will appear in the from address field when you send an email. You should use the email address that you want people to reply to.
From Name
This is the name that will appear in the From field when you send an email. You should enter your name or the name of your company.
Default Message
Here you can enter a default message to use when you email an estimate or invoice. This can save a lot of time when send emails. You can edit the message before sending an email without affecting this default. You can use the following merge fields in the default message text. These will be replaced by the actual values when the email is created.
This allows you to personalize the emails with the customers name etc. without you having to type it each time