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Set Up eMails

The system can be configured to send eMails - please follow the steps below:

T
Written by Terence Cassidy
Updated this week

⚠️ Important: If you want to send eMail using either Office 365 or GMail, please refer to the following:

Please see sending mail with Office 365 for detailed setup instructions.

Please see sending mail with GMail for detailed setup instructions.

Access Recruitment CRM can use the SMTP protocol to send emails via a third-party email server.
To set up emails please follow the instructions below:

  1. Click My Actions then click Profile

  2. Under Profile Click Mail tab

  3. Under General enter reply to email address (NOTE: email address is picked up from the Users record)

  4. Choose Server Mode - SMTP

  5. Under SMTP section, enter the SMTP details (if SMTP chosen in step 4)

  6. Click Save

SMTP Details Required:

  • SMTP Server

  • SMTP Port

  • SMTP User Name

  • SMTP Password

  • Secure Sockets Layer (SSL) or Transport Layer Security if SSL not selected

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