Messages and E-mails
Users registered can send e-mails. Messages can be sent, for example, to notify about due action plans, remind about meetings, structure changes, etc. (this feature of sending e-mails is optional).
Procedures
To configure the e-mail server:
To use this feature, you must inform the e-mail server. In the Tools menu, option E-mail Server, indicate the following:
| 1. |
E-mail account: E-mail account to be used to send e-mails. |
| 2. |
HTTP Server: Name or IP address of e-mail server (the SMTP protocol must be active in this server, otherwise Protheus® will not send e-mails). |
| 3. |
SMTP Port: Number of the SMTP port configured in the e-mail server. |
| 4. |
User and Password: User and password to be authenticated in the e-mail server, in case the SMTP server requires authentication to send e-mails. |
Messages:
The option Messages, in Tools menu, has three folders:
| • |
Sent Items: Displays all messages sent. |
| • |
Deleted Items: Displays all messages deleted. |
| • |
Inbox: Displays all messages sent to current user. |
| • |
To send a message or e-mail: |
| 1. |
In Inbox folder, click New. |
| • |
Subject: Subject of the message/e-mail |
| • |
Inform the message priority: Classified as: High, Medium or Low. |
| • |
To: Users to receive this message/e-mail. |
| • |
CC: Users to receive a copy of this message/e-mail. |
| 3. |
Click Send to send the message to recipients. A message asks whether you want to send these messages via e-mail as well. This message can be viewed in Sent Items folder. |
To view messages received:
| 1. |
The Reminders screen shows all messages received. To read a message, double-click it. |
| 2. |
The Inbox also shows messages received. Click View to read the message. |
| 3. |
Each message can be replied (buttons Reply or Reply to All) or forwarded (button Forward). |
To delete an item:
Go to the message either through screen Reminders or Inbox, and click Delete. The message is moved to folder Deleted Items.