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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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