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Email Defaults - Email Client

You can save lots of time when setting up email layouts by entering your email settings within Settings > Email Defaults. Once you do this you can select all of the layouts you'd like to apply the settings to. The email settings are applied and you don't need to edit each individual layout.

Within Email Defaults, in the Email Client tab you can enter the settings for the email software or Internet email provider you use to send your emails.

Tip: For extra help with default settings, try the online Sage 50 Accounts Welcome Pages.


To complete the Email Client tabOpen this section

Email Program

From the drop-down list choose the email software you use to send and receive emails. You can choose from the following options:

  • Microsoft Office Outlook - If you choose this, no further configuration is required and you can proceed to the Invoice, Sales Order, Statement, Purchase Order and Remittance tabs as required.
  • Webmail - If you choose this, you must then enter further configuration settings as shown below.

 

 

Email Provider

To specify the email provider you use to send emails, you should choose from the following options:

  • Gmail
  • Windows Live Hotmail
  • Yahoo! Mail
  • Yahoo Plus! Mail

If you choose any of these options, the Server Details section automatically configures for that email provider.

If you are using a different email provider, choose Other.

Sender Details

Enter the following information:

  • Email Address - Enter the email address that the emails are to be sent from.
  • Display Name- Enter the name to appear when the email is sent, for example, your name.

Server Details

If you choose Other as your email provider, you should enter the following information:

  • Server Name - This is the SMTP server address. This could be the name of your network server or your Internet Service Provider (ISP) server name, for example, smtp.internetserviceproviderhere.co.uk
  • Port- The port number used to communicate with the SMTP server. The port numbers normally used for Internet mail are 25, 456 or 587.
  • This server requires a secure connection (SSL) - If your SMTP server requires a secure (SSL) connection, select this check box.

Tip: If you are unsure about these settings, contact your IT administrator or your email provider.

Login details

Select one of the following options:

  • Use logged-on user details - To use the logon details of the user logged into the webmail provider website at the time of sending the email, select this option.
  • Use username and password - To specify the user name and password to use when logging on to the SMTP server, select this option then enter the username and password.

To apply the email settings to existing layoutsOpen this section

  1. To add your email settings to any existing layouts within the software, click Apply.
  2. Select the check boxes that correspond to the layouts you want to copy the email settings to > OK > OK.


For more information


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