Configuring the Dispatch Board email settings

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

To set the field list options for each company:

Note: The information sent in the email message is based upon the field selections you make here. Every email sent for the Dispatch Board uses this list.

  1. Select the fields you want to see displayed in the email messages.
  2. To add a field, click on the field name in the Available fields box and then click the [Add] button.
  3. To remove a field, click on the field name in the Show these fields in this order box and then click the [Remove] button.
  4. To change the order of fields displayed, click the field name, and then click the [Move Up] or [Move Down] button.
  5. (Optional) Select the check box for "Warn me when previously sent information becomes invalid" if you would like a dialog box to pop up when previously emailed information changes in the Dispatch Board.

To set the email options:

  1. Open 11-3 Dispatch Board.
  2. From the Settings menu, select Email Setup.
  3. Click [Email Settings].
  4. Select one of the following options for how you would like your emails to be sent:

    • Select Send email using Microsoft Outlook to use Outlook to send your emails.

      Enter an email address.

    • Select Send email using the company's default SMTP connection.

      1. Enter the email address.
      2. Enter the password.

      Note: You set up the mail server using the Email/Fax Configuration tab in the 7-1 Company Information window. How? If you have not set up an email server, the Mail Server field is blank. If you have set up an email server, the IP address is shown here, but is not editable.

    • Select Send email using this alternate SMTP connection to configure the email server setup.
    • Enter the mail server information and select whether it Requires authentication and/or Uses SSL.
      1. Enter the Port #.
      2. Enter the email address.
      3. (Optional) Enter the password.
  5. Click [OK].
  6. Verify that the Email from field has the correct email address.
  7. Click [OK].