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This will work in both the On-Premises version of System Five and in the System Five On Cloud environment.
You will need to have a functional Google Gmail account before you set this up.
If you don't have one you can get one here.
Create Your Gmail Account
To enable POP in Gmail. Don't forget to click Save Changes when you're done.
If you get an error saying invalid credentials, check that you have entered your password correctly in the email settings of System Five.
Also the error below could also point to invalid credentials.
If you are getting SSL Timeouts or SSL Authentication errors, two things may be causing the issue.
1. you can try setting the Incoming POP port from :995 to :465 and the Outgoing SMTP Server to :587.
2. Verify that your Gmail account allows “Less Secure” email programs to access Gmail.
Select Sign-in & security.
Make sure Allow less secure apps is On.
- If you are getting the error below saying “No Mail Client installed or configured…“
The issue is being caused by the “Connect to Outlook via OLE Automation” being checked in the user settings.
Even though this setting is greyed out it is still causing System Five to look for an email client.
To disable it you will have to set the Email Option to “Email through your email client” to be able to uncheck the “Connect to Outlook via OLE Automation” check box, and then re-select “Email Directly” Option, then click the OK button to exit.
The following video will show the configuration settings and method for generated invoices in the PDF format and sending by email.
Configure and email PDF Invoices
Created by Steve Wind May 13 2019
Updated by Steve Wind April 21 2020