Activities setup > Setting up your system to send e-mail using SMTP
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Setting up your system to send e-mail using SMTP
CRMRight provides the ability to send e-mail using SMTP, by clicking on the icon next to the e‑mail address in the Activity Details window, when a valid e-mail address is included for the contact.
The SmtpEmailer General Info Table setting is used to set up your system to send e-mail messages using SMTP.
 
SmtpEmailer
Applies to
TMWSuite, CRM Right, TMW.Suite Operations, TMW.Suite Back Office
Description
Use this setting to provide information the system needs to send reports and free form messages using SMTP e-mail. SMTP allows you to send reports/messages to recipients outside your company's network securely.
In TMWSuite
You can send Integrated reports.
In TMW.Suite Operations
You can send load confirmations from the Brokerage add-on module.
In TMW.Suite Back Office
You can send invoices and settlement sheets.
In CRM Right
You can send e-mails to contacts.
String1
Identifies the SMTP server.
• Blank, that is, no entry (default)
No e-mails will be sent using an SMTP e-mail server.
• SMTP e-mail server address
E-mails will be sent using the identified SMTP e-mail server.
String2
Provides the reply address for e-mails sent from within TMW applications.
• Blank, that is, no entry (default)
No reply address will be available for e-mails sent using a SMTP e-mail server.
• Enter the e-mail reply to address
Reply e-mails will be sent to this address.
If you want all replies to go to a single address, enter that e-mail address. If you do not provide an optional reply address, the system will use the e-mail address of the logged-in user.
Notes:
1. TMW Operations does not use this string. Each user using SMTP e-mail must have an e-mail address defined in his/her user profile.
2. CRM Right requires an entry in this field.
String3
The String3 and String4 options work together to provide a user name and password to the SMTP server.
Note: If your SMTP server is set up to use Windows authentication, no entry is required in String3 and String4.
• Blank, that is, no entry (default)
No SMTP server user ID is provided.
Unless your SMTP server is set up to use Windows authentication, e-mails will not be sent by the SMTP server.
• User ID for the SMTP server
When you click in this field, the SMTP Authentication Credentials window opens. Enter the SMTP user ID and password in this window.
Notes:
1. An entry in this field causes the [Misc]SMTPServer INI setting to be ignored.
2. Once a value is set, you cannot clear entries in this field. If you no longer need to use this field, contact your TMW customer service representative.
String4
The String3 and String4 options work together to provide a user name and password to the SMTP server.
Note: If your SMTP server is set up to use Windows authentication, no entry is required in String3 and String4.
• Blank, that is, no entry (default)
No SMTP server password is provided.
Unless your SMTP server is set up to use Windows authentication, e-mails will not be sent by the SMTP server.
• Password (encrypted) for the SMTP server
When you click in this field, the SMTP Authentication Credentials window opens. Enter the SMTP user ID and password in this window.
Notes:
1. The system encrypts your password when you save your changes.
2. Once a value is set, you cannot clear entries in this field. If you no longer need to use this field, contact your TMW customer service representative.
Int1
Determines whether Secure Sockets Layer (SSL) authentication is active.
• 1 (default)
Enables SSL authentication when sending e-mails in CRM Right or TMW Back Office
Note: The SMTP server must support SSL authentication for this setting to function correctly.
• 0
Disables SSL authentication when sending e-mails in CRM Right or TMW Back Office. Instead, it uses the entries in String3 and String4.
Note: TMWSuite and TMW Operations do not support this field.
Int2
Determines whether the SMTP server uses Windows authentication when sending e-mails in CRM Right.
• 0 (default)
Windows authentication is not used by CRM Right.
Instead of using Windows authentication, CRM Right uses the entries in String3 and String4.
• 1
Windows authentication is used by CRM Right.
Note: You can use this field to enable/disable Windows authentication for CRM Right, or you can use it for the SMTP server port number. However, TMW recommends using Int3 for all port numbers instead of Int2.
Int3
Specifies the port used by the SMTP server.
• Blank, that is, no entry (default)
Uses the default SMTP port 25.
• User-defined number
User-defined numbers indicate the SMTP server's port number.
Additional Notes
1. When Integrated Reporting was first introduced, the [Misc]SMTPServer INI setting was used to send Integrated Reports and free form messages from within any TMWSuite application.
2. Fuel Dispatch does not support this setting.