Configuring SMTP E-Mail in ClientBase Windows
If you would like to be able to send e-mails directly from ClientBase Windows (CBW), 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:
- Your e-mail address
- Authentication type - does your e-mail server require authentication to send e-mail?
- Outgoing mail server - e.g., smtp.domainname.com, mail.domainname.com, etc.
- Outgoing mail port
- E-mail account login
- Password
- 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 Utilities|My Login in ClientBase Windows. 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.
Fill in the top half of the screen to choose your default options when sending e-mail.
Default E-mail Client: SMTP Client.
Default Signature: Choose a default signature if desired
Default Mode: Choose from the list. Formatted Text is the most common
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 <mary@travelagency.com>
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.
Configuring Secure Connections
Some e-mail providers require an encrypted connection to send e-mail. ClientBase Windows uses a third-party to provide the encryption. These steps explain how to install the third party's encryption software.
Note: These steps are only required for ClientBase Windows users. ClientBase Online users need not complete these steps for establishing a secure e-mail connection.
First, click on the following link or copy and paste into your browser's address bar:
https://www.slproweb.com/products/Win32OpenSSL.html
Scroll down and install these two essential executables:
Important: Download and install the Visual C++ 2008 Redistributables file before downloading and installing the Win32 OpenSSL file. It is important to always download the 32-bit version of OpenSSL because ClientBase is a 32-bit program.
Also, the company releases new versions regularly, so the 'a' may be any letter.
During the installation process for Win32 OpenSSL, you can accept the defaults for most of the settings. When prompted for where you want to Copy OPENSSL DLLs to:, choose the Windows system directory.
Once you have installed both OpenSSL and Visual C++ Redistributables, reboot your computer.
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., name@gmail.com) |
|
Password: |
Your Gmail password |
|
Secure Connection: |
TLS, if available |
Two Step Verification must be turned on in Google Settings. An App password must be created that will replace the email account password in the email settings. Click here for directions on turning on Two Step Verification and creating an App password.
GoDaddy
|
Authentication Type: |
Default |
|
Outgoing Mail Server: |
smtpout.secureserver.com |
|
Port: |
80 |
|
Account Login: |
Full e-mail address (e.g., name@gmail.com) |
|
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 |
You much setup a Mail Security Key with Yahoo. The Mail Security Key will create a password that needs to replace the email account password in the email settings. Click here for directions on setting up a Mail Security Key with Yahoo.