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Installing Adminsoft Accounts: eMail shots set up

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    Admin soft allows users to send emails to your customers and suppliers, if you have the customers and suppliers email address, to set this up you need to do this
    Select Setup - miscellaneous- defaults and variables

    In the defaults and variables you will then be confronted with a screen that asks you to enter some details a logo this also goes on invoices etc aswell,
    Email: SMTP Host this is the details that your internet service provider gave you to accept and send email i.e mail1.eircom.net (not your webhosting email details)
    SMTP Login name: same as above

    Hopefully below this we should have a pic of what it all looks like, unfortunately unable to place a photo bucket pic to show so heres a direct link

    http://i148.photobucket.com/albums/s19/roiphil/Admin%20Soft/emailshot.jpg

    That worked just copy and paste into your browser for pic

    After you have entered all the details needed click on OK, to test it go to A/C Receivable go to reports click on eMailshots, when email screen opens click on EDIT EMAIL, in here if not already ented put in the FROM your company name, then in EMAIL sales@yourcompany.com etc, then in the CC put in your private email address if you have one or simply put in another email address that you have access to then in the message box just enter a bit of text and click on SEND TEST EMAIL TO CC you should then receive the email you just sent

    http://i148.photobucket.com/albums/s19/roiphil/Admin%20Soft/email.jpg

    Phil
    • CommentAuthorYP
    • CommentTimeOct 5th 2009
     
    Phil

    Do let me know if you have more of such gems as I am collecting as much information as possible on Adminsoft.

    YP
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    YP will do, i have not been using adminsoft myself for long only a couple of months so for me its still a learning curve aswell. but watch this space, glad you found the topic helpful
    Phil
    • CommentAuthorrgemmell
    • CommentTimeJan 21st 2010
     
    I'm having trouble getting the email functions to work. I'm using Gmail, which requires a password. When I configure Adminsoft to use port 587 (for TLS authentication), I get an immediate failure popup and nothing that asks for the password. When I use port 465 (for SSL authentication), the program hangs. Am I doing something wrong? Is Adminsoft supposed to prompt for a password?
    --Bob
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    Bob
    i think i know your problem, as i understand it adminsoft relies on your own email client , (i could be wrong but you are having problems with external email) windows mail, outlook express, etc not an external email provider, you will need to set up an email address, if not already done so in your own email client on your pc and use that one, and simply follow instructions above
    Hope that help
    Phil
    • CommentAuthorrgemmell
    • CommentTimeJan 29th 2010
     
    I can't see anywhere that I specify what my client is. I'm using a Gmail client that works just fine if I click on a "mailto:" tag, but all I get from adminsoft is a popup that says, "Failed to send the email to ?".

    I also tried setting the port to 0 to get the default, but that still gets the popup.

    I have the settings as:
    Email: SMTP Host smtp.gmail.com
    SMTP Login Name me@mydomain.com
    SMTP Port Number 587

    Any thoughts?
    Bob
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    i kept on getting "Failed to send the email to ?". simply because i was using the email settings provide by website hosting company, set up an email account in your pc email client, outlook express, windows mail etc, not an external email such as yahoo, gmail,
    quote I can't see anywhere that I specify what my client is, you wont adminsoft uses your pc email client by default, i am sure that cant be changed.
    my settings are
    Email: SMTP Host mail1.eircom.net
    SMTP Login Name mail1.eircom.net
    dont need password
    if you already have an email address on your pc email programe you will get all the settings you need from that, for me windows mail is tools, accounts, and go from their
    hope that helps
    Phil
    • CommentAuthorgam.james
    • CommentTimeFeb 2nd 2010
     
    Where a permanent connection to an e-mail provider is not maintained, how can we schedule when these e-mails are sent?
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    gam.james, i dont think you can schedule, make your email add your contacts from your customer or suppliers details and send your email
    Phil

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