Changing the email server setup when emailing directly

Sage 100 Contractor provides a way for you to change the email server setup when you are emailing a report directly to a recipient.

Important! Some Internet-based email providers do not support SMTP protocol. For more details, contact the Internet-based email providers that you use.

To change the email server setup:

  1. Open a window that provides the tools for email or faxing, such as 4-1-2 Payable Invoice List (Sample Company used for examples).
  2. Do one of the following:

    • From the File menu, select Email.
    • Click the Email this report button on the toolbar.

    The Email Distribution window appears.

    Note: If you do not have any email addresses set up in the email distribution lists for clients, or vendors, or employees, you see a message box. Click OK to continue.

  3. Near the bottom of the window, click Email Settings.
  4. On the Email Settings window, do one of the following:

    • Select the Send email using Microsoft Outlook option, and then, in the Email Address box, enter the email address.
    • Select the Send email using the company's default SMTP connection option.

      Note: You set up the mail server using the Email/Fax Configuration tab of 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.

      1. In the Email Address box, enter the email address.
      2. In the Password box, enter the password.
    • Select the Send email using this alternate SMTP connection option.

      1. In the Server Name text box, type the email server name.
      2. In the Port # box, type the mail server port number.
      3. In the Email Address box, enter the email address.
      4. In the Password box, enter the password.
  5. Click OK.