Summary

This article will describe how to setup Microsoft Outlook for use with the SalesPRO software.  Please note that this method requires that you are use Microsoft Outlook as your e-mail client on your computer (NOT Outlook Online, or any other Email client),

Instructions

This process will include two steps. The first will be enabling the email function.  The second will be to apply the proper setting for each employee who will be sending emails out of the software.

Step 1

1. Navigate to the Setup Tab and select Company Setup.
2. Look for Email under Company Features.
3. Select the Link Turn On.
4. On the popup window, select Yes, I want to enable the email feature now.
5. Click OK.
6. Navigate to Application Settings by clicking on the Solatech logo in the upper left corner, then choosing Application Settings from the menu.
7. in Application Settings, click on Email in the left column.
8. Select Each employee will use their own settings in the Email Sending Method window.
9. Click OK to exit and save your changes.
10. Click OK on the popup window, if one appears.

Step 2

1. Navigate to the Home tab and select Employees.
2. Double click on one employee who will be emailing from the software, using Outlook.
3. On the Edit Employee window, select the Email tab.
4. Place a check mark in the box Use Microsoft Outlook.
5. Click OK to exit and save your changes.
6. Repeat for any other employees who will use the email feature.
   

• Please note, although NOT RECOMMENDED, if any users will log in as Administrator, you will need to enable email for that employee as well.
  

Applies To: 

• SalesPRO Software