E-mail Configuration

To be able to send receipts to customers via e-mail from CPMobile, you must define a valid SMTP host name for your e-mail system or provider, along with other e-mail settings, using the Radiant Management Console.

Follow these steps to configure SMTP settings for your company:

  1. Start the Radiant Management Console (Start > Programs > Counterpoint > Utilities > Management Console), select your server from the Object Explorer, and then click the ClosedMail tab.

If you are using Counterpoint in a Multi-Site environment, select your Hub server from the Object Explorer.

  1. Enter the SMTP host name for your e-mail system or provider (e.g., smtp.myemailprovider.com) in the SMTP Server Host field.

  2. Specify the SMTP port you are using in the Port Number field.

The default SMTP port is 25.

  1. If you are required to log in to your e-mail server, select one of the following options from the Credentials list box:

  • Default Credentials - With this option, CPMobile will log in to your e-mail server with the current user's user name and password when the user attempts to send a receipt via e-mail.

  • User Credentials - This option allows you to specify the User Name and Password that CPMobile will use to log in to your e-mail sever when a user attempts to send a receipt via e-mail.

  1. If your e-mail system uses the Secure Sockets Layer protocol, select the Use SSL? check box.

  2. Enter the Default From Address (e.g., mycompany@myemailprovider.com) for your company.

  3. If you want to blind carbon copy receipts to one or more recipients, enter the appropriate e-mail addresses in the Blind Carbon Copy Email Address field, separated by commas.

  4. Click the Save button to save your SMTP host name and other e-mail settings.

If you wish, you may send a test message to verify that your e-mail settings are correct.
To do so, expand the Send Test Email section of the Mail tab, specify the recipient for the message, enter a Subject and Message, and then click the Send Test Email button.
If the test message is unsuccessful, double-check your SMTP host name and other e-mail settings, and then send another test message.