STEP 1 – CREATE THE EMAIL IN PRIMA ADMIN

  • Go to Admin
  • Go to General > Email System Setup
  • Click “New Email Account”
  • You will have two options:
    1. Exchange

If you are using exchange, you will only need to provide username, password and URL.

  1. POP/SMTP

You will only need to fill in the settings for sending emails (SMTP settings) unless you also with to use Prima to receive your emails. You will need to fill in the following:

  • Outgoing address: This will usually look something like “smtp.google.com”
  • OUT Port: e.g 465
  • Time Out: this is how long (in milliseconds) Prima should attempt to connect, Set to 20000 (20 seconds)
  • SSL enabled: set to yes if your email requires SSL
  • Security Type: set to the type required by your email. Often this is not specified so of one does not work just switch and try the other.
  • Add a customer signature in the bottom pane if required (N.B. please keep this short and only use small images as there is a size limit)
  • Tick the “Default Account Sending Batch and Automated Emails” if this is the address to be used for sending out batch invoices
  • Save & Close

 

The details required above can be sourced directly from your email provider, from your IT support company, or found online (most, if not all providers will list their SMTP settings online).

 

STEP 2 – ASSIGN THE EMAIL TO A USER

  • Go to Admin.
  • Go to User and double click a user to open the settings.
  • Type their email address in to the “Email field” and click save.
  • Select their email address in the “Replies to Emails are Sent to”.
  • Select their email address in the “Send from Email Account”.