Set Up Company Email
In this window, you can choose between using a default desktop email application or a webmail service to send emails.
You can also create and modify the default message that appears in the Sage 50 transactions that you email. These transactions are always sent as PDF attachments.
Note: You must set up a MAPI-compliant default desktop email application or a webmail service to send emails. Sage 50 does not send the message itself.
MAPI Compliant is an acronym for Message Application Program Interface. MAPI-compliant means that your email application complies with Microsoft Windows standards for connecting to other programs, email, and phone systems. Examples of MAPI-compliant email applications are Outlook, and Mozilla Thunderbird. Examples of non-MAPI-compliant email applications are Microsoft Outlook 365, Gmail, and Yahoo.
To set up a webmail account as the company email:
- From the Maintain menu, select Email Setup.
- Select Use a webmail account and then click Add account information.
- Select the Webmail Service and enter the Email Address.
If you are using a webmail service other than Gmail, Yahoo, or Outlook.com, select Other Email Provider.
Note: If you are using Gmail, you also need to authorize Sage 50 to send email through your account.
- Select Configure automatically to let Sage 50 populate the SMTP server and port depending on the webmail service you select.
If you select Other Email Provider for the webmail service, you need the SMTP server and port to establish a connection to send email.
- Click OK..
To personalize text on customer emails:
When you email sales invoices and quotes, you can personalize the message that appears in the email.