Email Setup - All Other

Before you can configure The Edge you must obtain the following information from your email provider:

• SMTP server address
• Port Number
• Does it require SSL?
• Does it require authentication?
• User ID and password
  
  

Most email providers document this information online. Often you will be able to find it via a Google search.

Edge email configuration is split into three sections: Receipts/Job Details, Customer Marketing, and Notifications. It is possible to use the same email for all three or you can setup individual ones for each area.

To configure the Edge:

   1. Open the Edge.
   2. At the top, click Administrative > Email Settings > Customer Marketing.
   3. Specify the following:

• From Name/Email: The name/email that will display on sent emails
• SMTP Server: Enter our SMTP server
• Port #: Enter your port number
• Server Requires SSL: Check this box if SSL required.
• Server Requires Authentication: Check this box if authentication required.
• Email Server Login Credentials: Enter your username and password.

   4. Click the Test Connection button.
   5. The Edge will send a test email to your From: address. If successful, you will receive this email and the Edge will display a message that it was successful.

   6. If this fails there is a problem with your configuration. Email will not function until you resolve this.
   7. Repeat the above steps for Administrative > Email Settings > Receipt/Job Details and > Notifications. If you are using the same email settings there is a checkbox that allows you to copy them from the Customer Marketing setup.