Email Settings

The Email Settings form is used to define the email username and email password for the DEACOM user currently logged into the system. This form is only available when using the web version of DEACOM. Emails settings must be defined if users will send emails from within DEACOM web-based versions. Email settings must also be defined if using the email tracking and monitoring feature via CRM > CRM Reporting.

Notes:

  1. The email tracking and monitoring feature is only available when using the web-based versions of DEACOM. In addition, the appropriate setting will need to be defined in System > Options > Users tab.
  2. Additional information on configuring and using emails in Deacom is available via the Configuring and sending email in Deacom help page.

System Navigation

  • Main Menu > User Icon > Email Settings

Email Settings form

Field/Flag

Description
User The login name of the currently logged in user.
Email Indicates the email (MS Outlook, Gmail, etc.) address of the user currently logged in, i.e. "[email protected]". This email must be registered on the email server/service defined inSystem > Options > Company tab.
Email User

If using Office 365, the "Email User" field must match the email address entered in the "Email" field above, i.e. "[email protected]". If using an internal exchange server, the "Email User" field must be the domain login name or the Outlook User name, i.e. "jsmith" (outlook) or "companyhq\jsmith" (domain).

  • This field is disabled (beginning in version 17.03.009) when using OAuth2 authentication in System > Options.

Email Password

The password of the email user in the field above. This may or may not be the same as the password used to log on to your computer/network.

  • This field is disabled (beginning in version 17.03.009) when using OAuth2 authentication in System > Options.

Signature Option to include an email signature on outgoing emails.
Always BCC Myself Offers users the option to blind carbon copy themselves when sending emails.
Use Outlook Desktop For Email Offers users the option  to use MS Outlook.

System Wide Server Email Setup

  1. Set system-wide configuration in System > Options, via the Email and Outlook fields.
    1. The "Email Host" and "Email Port" are necessary fields if companies plan to send email from DEACOM. These fields define where the email is being sent. The user email settings, as described in the "Individual User Email Setup" section above are how individual users send email using the Email Host defined in System > Options. Common email services include Office365, Google Workspace etc.
    2. The remaining email fields are optional.

Notes:

When printing PDFs or to E-mail for Sales, Purchasing, or Job reports and labels, the order number is appended at the end of the file name.

Both the "Email User" and "Email Password" field must be less than 96 characters.

The Email User, Email Password, and Signature fields are also available on the Edit User form via System > Maintenance > Users. These fields provide a backup in the event the user's information is corrupted or an update is needed by an administrative user.

Hovering over the 'person' icon displays the First and Last Name of the user currently logged in, as defined on their User profile.

To fix the following error when attempting to sync Outlook contacts: "Unable to authenticate email credentials. The expected XML node type was XmlDeclaration, but the actual type is Element" - verify the email fields in System > Options > Users tab.