Set Up SMTP E-mail in ClientBase Online

Configuring SMTP E-Mail in ClientBase Online

If you would like to be able to send e-mails directly from ClientBase Online (CBO), your mail server and ClientBase e-mail settings must be configured for SMTP.

Finding Mail Server's SMTP Settings

SMTP (Simple Mail Transfer Protocol) is a standard language used for sending e-mail on the Internet or a network. Every mail server is capable of handling SMTP e-mail. Your agency can utilize this SMTP feature providing it has the proper mail server configuration. Contact the entity responsible for maintaining your mail server to confirm your SMTP settings:

• If you are hosting your own e-mail server, contact the tech person who maintains or originally setup your server.
• If you are using another party for your e-mail server, contact them by going to their web site or contacting their support line.

You will need the following information:

1. Your e-mail address
2. Authentication type - does your e-mail server require authentication to send e-mail?
3. Outgoing mail server - e.g., smtp.domainname.com, mail.domainname.com, etc.
4. Outgoing mail port
5. E-mail account login
6. Password
7. Whether your e-mail server requires a secure connect, and if so, what type.

Configuring SMTP E-Mail in ClientBase

Once you have gathered the information needed to setup your e-mail, click Tools|My Login in ClientBase Online.  Then click on the Email Settings tab.  You will be presented with the following screen.  Note that these settings are user login-specific, so they need to be repeated for each ClientBase Online user.

In the User Login SMTP Settings, enter the information that you gathered above.  Note that the From E-mail Address you enter here will be displayed to your e-mail’s recipients.  If you would rather your recipients see both your name and your e-mail address, you can use the format:

Mary Jones <[e-mail]>

If your e-mail provider does not require a secure connection, e-mail settings are complete.  If your e-mail provider does require a secure connection, complete the following steps on each computer from which you want to send e-mail.

SMTP Settings for Major Internet Service Providers (ISPs)

The following lists settings for some common ISPs.  Please note that these settings may change.  Check the provider's web site for the most up-to-date information.

AOL

Authentication Type:	Default
Outgoing Mail Server:	smtp.aol.com
Port:	465 or 587
Secure Connection:	SSL
Authentication Type:	Default

AT&T Yahoo

Authentication Type:	Default
Outgoing Mail Server:	smtp.att.yahoo.com
Port:	465 or 587
Secure Connection:	SSL

GMail (Also works for Google Apps)

Authentication Type:	Default
Outgoing Mail Server:	smtp.gmail.com
Port:	587 (may also be 465)
Account Login:	Full e-mail address (e.g., [e-mail])
Password:	Your Gmail password
Secure Connection:	TLS, if available

GoDaddy

Authentication Type:	Default
Outgoing Mail Server:	smtpout.secureserver.com
Port:	80
Account Login:	Full e-mail address (e.g., [e-mail])
Password:	Your GoDaddy e-mail password
Secure Connection:	SSL

Hotmail

Authentication Type:	Default
Outgoing Mail Server:	smtp.live.com
Port:	465 or 587
Secure Connection:	SSL

Yahoo

Authentication Type:	Default
Outgoing Mail Server:	smtp.mail.yahoo.com
Port:	465 or 587
Secure Connection:	SSL

Note that the free version of Yahoo mail does not support SMTP.  You must subscribe to Yahoo Mail Plus or Business.

Office 365:

ClientBase Online sends email from IP address 63.241.219.177.  Since that is not directed to your agency’s domain, Office365 catches it as a possible imposter.  Your agency will need to add the ClientBase Online’s IP address to your domain’s SPF record.  Click here for instruction on updating a Domain Name Service (DNS) record to use Sender Policy Framework (SPF) email authentication with your custom domain in Office 365.