How to set up email

How to configure Sage 100 Contractor to send email.

Using Outlook, Twilio, or Gmail

• If using version 26.1 and later, see how to use Outlook for emailing in Sage 100 Contractor
• For version 25.2 and later, sign up for a Twilio email account and send email with Twilio
• Set up Sage 100 Contractor to use a Gmail account
   UPDATED: Twilio no longer offers free email accounts.  You can register for a 60-day trial but must choose either their Essentials, Pro, or Premier pricing plans after the trial period ends.  We recommend updating to Sage 100 Contractor 26.1 or later to take advantage of proper integration with Microsoft Outlook. 

Using SMTP email connection

1. Open menu 7-1 Company Information.
2. Select Email and Fax Configuration.
3. Enter the Email Server and Port#. If the mail server requires authentication or SSL (Secure Socket Layer), checkmark the applicable boxes.
4. Select File, Save.
5. Open any report printing window and select any report.
6. From the toolbar, click the Email this report icon.
7. Click Email Settings.
8. Select from the following options:
   • Send email using Microsoft Outlook – Enter your Outlook email address in the Email Address box.
   • Send email using this alternate SMTP connection – Enter the Mail Server and Port#. If required by the email provider, check Requires authentication and Uses SSL. Enter the Email Address and Password for your email account.
      NOTE: This option won't work if your email account uses 2-factor or Multi-Factor Authentication.
9. Click Save.

 

 

 

Unable to send email: Transaction failed

Error: Unable to send email. SMTP server requires a secure connection or the client wasn't authorized

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