Setting up email for your Solatech Focus User Account

Setting up email for your Solatech Focus User Account

Summary

Solatech Focus allows users to setup the email address which will be used to send quote to customers.  By default, emails sent will come from noreply@Solatech.com.  Your Account Administrator will decide to either have all emails sent from one company email address or to have each user setup their own email.  This knowledge base article will describe how a user can setup their own email in the system. 

Note: If client receives an internal error after successfully using email integration, suggested troubleshooting is to disconnect and reconnect integration.

Instructions

  1. While logged into your Solatech system, click Admin from the upper navigational bar
  2. If you are an Admin, you will then need to click on Users in the sub-menu, then click on your own name to get to your user page.
  3. If you are not an Admin, clicking on Admin in the upper navigational bar will take you straight to your user page.
  4. Scroll down on your user page to and you will see two sections: 
    1. Google Integration
    2. Microsoft Integration.
  5. If your email is provided by either of these two sources, then connect that account, following the prompts on the screen.
  6. Scroll down to the Email section
  7. You will have four options:
    1. Let Solatech Focus send email for me
    2. Use my Gmail account 
    3. Use my Office 365 account
    4. Use an SMTP account
  8. For email that is not Gmail or Office 365, select the fourth option

  9. Click the SMTP Presets button - you will have the option to select SMTP presets for most common email providers (if you do not know you email provider, check with your Account Administrator)
  10. Enter your email address in the Sender email address box
  11. Enter your email address in the User name box
  12. Enter your password in the password box
  13. Send a test message to insure everything is setup properly
  14. Click Apply to save your changes.
Helpful Tip: If you receive an error message "0" when trying to send the test email, the most likely cause is an incorrect email password.  To check and see if this is the issue, try logging into your email online, using the same password you have entered into Solatech.

Applies to: 

  1. Solatech Focus
  2. Solatech DOS



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