Outgoing mail settings

These settings decide how EVX Software sends its notification emails: through which mail server, from which address, and with which options. If notifications don't arrive, start here. Super Administrators set them, and so can users whose group allows them to manage configuration. You need your mail server details from your IT team or your email provider.

Jump to:

• Open the settings
• The mail server
• Options
• Send a test email
• Scheduled jobs
• Example: moving to a new email provider

Open the settings

• With the Notification Manager: Settings › Notifications and alerts › Notifications. The page says the settings moved there while the plugin is active.
• Without it: Settings › General configuration › Notifications.

Both show the same settings. Click Save to keep your changes, or Reset to discard them.

Your IT team or email provider gives you the server details.

The mail server

Setting	What it does
Mail transport	Default PHP settings sends through the mail setup of the server EVX Software runs on. SMTP server sends through the mail server you enter below.
SMTP server	The address of the outgoing mail server.
SMTP port	The port of the mail server. It starts at 25. Your provider tells you which port to use; many use 587 with TLS or 465 with SSL.
SMTP address	The address every notification is sent from, usually a no-reply address. It is required, so notifications never seem to come from a person.
From name	The sender name people see. Blank uses "Notification Manager". Notifications always use this name with the SMTP address, never the name of the person who made the change.
Use SMTP authentication	Yes if the mail server asks for a username and password.
SMTP username, SMTP password	The account EVX Software signs in with on the mail server.
Use secure SMTP connection	No, Yes, use SSL, or Yes, use TLS, as your provider says.

Treat the SMTP password like any other password: only the people who manage the mail server should know it.

Options

Disable a record type to stop all its notifications.

Setting	What it does
Attach images in document notifications	Yes shows an image file inside the notification about it.
Attach company logo in notifications	Yes shows your company logo in the notifications.
Disable notifications by object type	Check a record type to send no notifications about it: Task, Files, Milestones, Events, Report, People, Time entry, Invoice, Report category, Budgeted expense, Item, Actual expense, or Payment receipt.
Add object classification in subject for dimension	Check a dimension to add the record's member in it to the subject, such as the project. The dimensions listed are your firm's.
Default mail account for emails sent from external website	The email account used for emails sent from your firm's website through EVX Software.
Default recipient for emails sent from external website	Who receives those emails when no one else is set.
Notification recipients email field	Without the Notification Manager only. Puts the recipients of each notification in To, CC, or BCC. With BCC, recipients don't see each other. With the plugin, each template sets its own recipients. See Notification email templates.

Send a test email

After you change the mail server, send a test to check it.

1. Go to Test outgoing mail settings: in Settings › Notifications and alerts, or under Notifications in Settings › General configuration.
2. In Test recepient, type your own address.
3. In Test message, type a short text.
4. Click Save. EVX Software sends the test at once.
5. Check your inbox, and your spam folder.

Save sends the test email.

If the test doesn't arrive, check the server, the port, the secure connection, and the username and password with your provider.

Scheduled jobs

Some emails depend on scheduled jobs in Settings › General configuration › Cron events:

Job	What it sends
Send reminders	Task and event reminders.
Send notification summaries	The daily and weekly summaries. You set how often it runs.
Send notifications through cron	When it is on, notifications go out when the job runs, not when the change happens.

If reminders or summaries stop arriving while other notifications arrive, check that these jobs run.

Example: moving to a new email provider

A firm moves its email to a new provider. The administrator gets the server, port, and security setting from the provider, and a no-reply account for notifications. She chooses SMTP server in Mail transport, enters the details, sets Use SMTP authentication to Yes, and saves. She sends a test to herself before telling the team.

What you can do next

1. Notifications configuration for which events send notifications.
2. Notification email templates for the subject and recipients of each email.
3. Email accounts for the accounts users read email with.