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Tutorial 6 - Setup Email for invoicing
In this lesson we will setup
our email account to be able to email pdf invoices to our
customers.
Since we want to email an invoice
to our customer in pdf format we now have to setup the email
account.
To do that, click on Accounts
on the tootlbar
CRM-Express can currently import
accounts previously setup in Outlook Express. To
import from Outlook Express, Select Import Accounts
in the following dialog.
To setup the account manually,
click on the New Account button in the dialog.
Fill in the following screen
and the next...
After filling out the screen
you can press the Test button to see if email can
be sent.
Repeat the steps to set up
more accounts.
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