Adjusting Email Settings

Adjusting Email Settings

Updating passwords and other email details can be done by changing the following settings.
If there is a new email address being used, ensure you have updated this address in your Company record in Address Book.
Address Book > Search e.g. Your Company Name > System > Allow Changes to Company Record > Make changes > Save

1.  Open the email settings on the server.

Choose Workstation from the System dropdown on the main screen:



2.  Select the Server.

This is the main Workstation that holds the database.  The Code/Name might have SVR or name of the pc, for example.
The machine you are on should already be highlighted.  Ensure you are on the Server PC.


3.  Select Email under "Devices".

To open the settings window.


4.  Update the required settings.



5. Close Postman.

Right click on the Postman ("Envelope") icon on  the task bar and choose Close Window. This will refresh the settings.


6.  Send a Test email.

Re-open Postman and send a Test email:
  1. Click on Queue Setup in Postman.
  2. Select Email Queue if there are multiple queues - Don't see an Email Queue? Click here to fix.
  3. Tick the box to Print a Test Page and click on Accept.
  4. Enter a different email address to the one used in the email settings just changed (personal one ideally).
  5. Click on Accept to send.



7. Check the Send Status

If you are quick you will see "sending" in the screen. It will disappear when successful.



8.  Verify the email has been received. 

If you have not received the email, check there are no errors showing in Status on the Postman Screen. 

Troubleshooting

If there is an issue, the Status column will provide a description to help you or your IT to fix the problem.
Google "smtp settings for <your email host company>" to verify that you have the settings correct for your specific host.
Examples of issues you might encounter if the settings are not correct:





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